Tax Planning and Preparation
Taxes don’t get any easier when you retire. If you are like most people, you want to minimize your tax burden while following the letter of the law. We will work with you throughout the year to make sure any tax saving strategies that make sense for you are being followed. We provide personal tax advice, service and guidance with no “mumbo jumbo”, in other words, plain English. We also stay up to date on the ever changing tax landscape. Every year, we work to make sure you get all the deductions you are entitled to. And to make the tax preparation and filing process easy and painless for our clients, we offer the latest in technology for document delivery and retrieval. You can enjoy your retirement knowing that we have your tax situation in control.