Expert Tax Services for Small Businesses

1. Tax advisory service is ideal for individuals or married couples making over $400,000 in annual income, and/or soon-to-be retiree(s).  
2. Higher incomes and upcoming retirements can create significant tax surprises.  Our service works with you all year on various tax situations you encounter to reduce tax surprises.  
3. Downsizing? Selling stock or property?  Meet regularly for tax benefits before the fact, not after! 

Review changes in your pay, family, investments, assets, etc to get the following:

1.   Do I owe or not?

2.  What can I do to get a better tax outcome?

Meet now in November to give you an additional month to take advantage of deductions, credits, and contributions to reduce your taxes due in April.