We believe every family deserves a tax solution that fits their unique situation and goals
What We Do
With personal income tax, things seem to get a little more complicated each year. That might be due to ever-changing tax laws or because your own situation continues to evolve. Did you start a side hustle? Become a household employer? Have a child? Open a new retirement account? These are just some of the reasons you might consider hiring a professional who is thinking about your taxes year-round, not just for a few frantic days in April!
Preparation & Filing: Calculating and filing federal and state tax returns, plus managing extensions and audits as needed
Do you qualify for more than one filing status? If so, which is most advantageous?
Is your income sourced to more than one state?
Do you have passive income beyond your primary employment?
Should you be itemizing deductions?
Do you qualify for any new credits, exemptions, or deductions?
Planning: Forecasting next year’s taxes and working to deliver a predictable outcome
Do you prefer a large refund or a near-zero balance due?
Are you withholding and/or pre-paying the proper estimated amounts?
Is this the year for a large expenditure?
How do recent tax law changes impact you?
How will a change in the timing or size of your income impact your taxes?
Strategy: Building a personalized, holistic approach to minimize your long-run tax obligations
How will changes to your financial picture impact future returns?
Will your effective rate rise or fall in the next 5 years? 10 years? 20 years?
What tax-advantaged accounts are best-suited to your goals?
What is the right balance between paying now and paying later?
What taxes will you be paying in retirement?