How we help
One of the biggest challenges in prudent financial management is the art of being able to separate the distractions from the information that actually matters. Add the fact that Tax Law is just complicated and the challenges mount quickly.
With the U.S. Tax Code recently surpassing 73,000 pages in length and the legislative policies controlling the Tax Code shifting without notice, navigating what is relevant to you and your family’s financial affairs has become a daunting task to most.
As accredited Tax Professionals, we have access to the research and tools required to assure you are maximizing allowable deductions and have the opportunity to consider often over-looked credits and allowances.
Areas of Expertise
Income tax filing & projections
Timing of income & deductions
College & education tax benefits
Tax incentivized savings (SEP, IRA, ROTH)
Adoption credits, child support & alimony
Investment real estate & rental properties
Home office & employee expenses
Net investment income tax