As your tax advisor, I provide you with personalized, year-round counsel, tools and information to ensure that you take advantage of every available tax savings strategy to minimize your tax bill and maximize your personal wealth.
- Your annual tax returns include my proprietary "Your Tax Return in Plain English" report so you fully understand the "why" behind the numbers.
- We'll also talk about the tax impact of life events and lifestyle changes. "Your Key Tax Milestones" personalized report will give you a snapshot of projects to help you make informed decisions for your family.
- I want you to understand how proposed changes in tax laws will impact you -- BEFORE they impact you. That's why you'll hear from me throughout the year. I will also provide you with a personalized report entitled "Tax Strategies Being Used....and to be Considered."
- I will also help you with
- Individual, gift and trust tax return preparation
- Tax analysis of your investment choices
- Coordinated tax planning for the family group
Click here for a complimentary personalized analysis of your most recent tax return, including my proprietary "Your Tax Return in Plain English" and the companion "Tax Strategies to Consider"