Tax and Financial Planning
Tax planning and preparation is central to who we are and what we do.The Good Book tells us to "render unto Caesar, that which is Caesar's." Of course, that was much easier before the U.S. Tax Code set forth the rules for determining what it is we must pay!
Our mission is to help you know what the rules are and how to take advantage of all special opportunities to limit what taxes you owe. As we learn about your particular situation, our knowledge, experience, and the tools of our trade, become an asset we offer to you.
Flexibility is the key to our service.We can meet at your office or home to assist you in gathering information or planning your affairs. Most of you are quite comfortable in working over the phone, through the internet, or even U.S. mail, so we've become accomplished in serving you even when you are in far away places, or at odd times of the day and night. Most of our work is done electronically, so it's easily retrievable and reproducible, with high regard for confidentiality and security.
We offer several tools, in both digital and paper form, for documenting your tax data. And we have a comfortable, private conference room that is convenient for discussing complex and difficult issues with multiple parties.
We serve the following kinds of taxpaying entities:Individual, Corporations (C and S), Partnerships (General and Limited), LLC/LLP, Estates and Trusts, Exempt Organizations (Not-for-profit entities), and Retirement Plans.
No matter what your situation may be, we can help you comply with the law, without paying any more than your "fair share." And, we will represent you in any taxing dispute that may arise.
We excel at planning for your financial future.Our comprehensive personal financial planning tool enables individuals and families to measure and manage their resources conveniently, privately, 24/7, with little or no professional time required. Wouldn't it be nice to have a comprehensive personal financial plan that you helped prepare, easily accessible for you and your heirs, at any time of the day or night, to update for contemplated transactions? We can help you with that! (Click here to learn how set up your private account.)