Tax Services

We believe the tax return is the central focal point of most financial programs. Tax preparation services are included at no additional charge to our financial planning retainer clients. Your preparer is a licensensed Erolled Agent. Only attorneys, CPA's, EA's and some Enrolled Actuaries
are allowed to represent taxpayers before the IRS.


At our agency, we don't prepare corporate, partnership or fiducuary returns. Our focus is on personal income taxes. Our tax professionals will thoroughly explain your tax return and take the time to uncover all possible deductions and credits to reduce your tax liability and increase your refund. We feel that if we show and explain your return, not only will you have a better understanding about your tax situation, but together we can save you money. It’s all about getting more from your taxes by showing you how to get the best value for your tax preparation dollar.

Contact us today to find out more about our tax planning &  preparation services.