Old Individuals

Tax preparation and financial advice
that give you clarity.

Live your life, let us take the worry out of taxes and planning.

Learn More Lets Talk

Hundreds of individuals, couples, families and estates rely on us for taxes, accounting and advice that removes the worry.

Most people start working with us to get their taxes done, they stay with us for the advice.

We will get your taxes right, keep you ahead of the constantly changing tax environment, deliver returns on time, and take the work and worry out of the tax season.

We can’t make taxes go away but we can remove the hassle while ensuring you pay the right amount.

Our support goes beyond tax season.  We offer support services throughout the year to help you manage your life and make informed decisions.   Questions that come up regularly are:

  • How much house can I afford?
  • How and when to exercise options?
  • What will happen if I take a new job?

Just ask and we help you sort it all out.  Live your life, let us provide the clarity.

Get Started Today

Looking for help with your taxes? Here is how to get started:

Lets Talk

Contact us through the link below to set up a time to meet.

We can meet on the phone or in the office whatever makes you most comfortable.  We like to understand your needs and your goals, first.  We don’t just plug numbers into a form, we think strategically about your tax situation.

 

Review and Pricing

We review your last couple of years’ tax returns and give you a price for your taxes this year.

If you send these to us before we meet we can give you a quote right there.  Our objective is to make this simple for you while giving you the confidence you need to let us serve you.

We can do taxes once a year or be available to you throughout the year.

We Do The Work

We will set you up with a secure portal where you upload all of your tax files.

Once we have the information we put your taxes together, we fill in the forms, dot all of the “i’s”, cross all of the “t’s”.  We discuss any issues that crop up, you review the taxes and we file on your behalf.

Later in the year, if you have questions you call us.  It is that easy.

Get Started Today