Tax Planning


    • Project what you owe in the current and find strategies to minimize.
    • Plan for the next year.
    • We have saved clients anywhere from a few hundred dollars to over $50,000 through tax planning!

    What You Need:

    • A copy of your most recently filed tax return.
    • Your most current year to date paystub if you are employed.
    • Your business income and expenses for the current year if you are a business owner.  
    • If your books aren't up to date, don't worry!  We do that too!