I strive to make the tax compliance process as easy as possible for you and to minimize your tax liability with careful planning. In addition to personal tax return preparation I also provide tax planning to assist you in making the best financial choices for you and your changing life circumstances. I will suggest changes and strategies while preparing your tax return, and will also be available throughout the year to answer your questions and offer advice. I offer the following individual tax services:
- Tax Preparation – I will prepare, review and electronically file your returns.
- Tax Planning – I’m available throughout the year to answer any tax questions, concerns, or additional planning needs you may have by phone, email or appointment.