Virtually all financial decisions have a tax implication.  As part of our integrated approach, we provide individual tax preparation services in conjunction with tax planning services.  Our goal is to make the tax preparation process as simple, easy and convenient as possible for you. Navigating the complex and constantly changing landscape of taxes makes proactive tax planning an integral and dynamic component within the overall financial planning process.  By employing strategies to help efficiently eliminate, minimize and/or shift present and future tax liabilities, your probability of financial success improves.  Our tax services include:

  • Federal, State, and Local Tax Preparation
  • Tax Projections
  • Preparation of Quarterly Estimates
  • Analysis of Prior Returns

Our tax preparation fee schedule can be found here.