Integrated Tax Planning.
As Part of Your Strategy.

Great for: Individuals and families seeking a professional to prepare their tax returns accurately and identify potential tax-planning opportunities.

Includes:

• Review of prior-year tax returns and current financial circumstances

• Research and application of available deductions, credits, and tax-saving strategies

• Federal and state income tax return preparation

• Identification of tax planning opportunities for the upcoming year

• Annual tax planning and forecasting when appropriate

• Coordination of tax decisions with investment and retirement planning strategies

• Written summary of planning considerations and next steps

Standard filing includes one (1) federal and one (1) state return.

Additional state returns are $40 each.

More complex engagements, including those related to business, real estate, or estate returns, may incur additional fees depending on scope and complexity.

Any additional costs will be discussed and agreed upon before services begin.

Other Services:
Financial Checkup | Budget & Debt |
Insurance | Retirement | Investing |
Ongoing Guidance