Tax Planning

With an appointment…

Tax season is a very intense time for a tax professional. Many DON’T want to see the client… less effort, less time, more money! We PREFER to see the client… more deductions, less taxes, more service! Greater deductions and less tax happen when your accountant asks a lot of questions and actively gets to know you. Use a tax professional who enjoys and cares about his work and his clients enough to go the distance! Are you married? We encourage BOTH spouses to attend a tax appointment.

Without an appointment…

Okay. So maybe you’re incredibly organized, don’t have the time to come in, or just plain live too far away! Fill out your organizer and drop it off or mail it in. We will crunch the numbers, touch base on the phone and make sure nothing was missed before finalizing the return.

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