Who We Serve
We deliberately serve a niche clientele so we can keep our
processes streamlined and cost-efficient, without compromising service.
Unsure what these terms mean? Don't fear! Check out our blog post here.
Services and Pricing
Thoughtfully designed to aid in your financial journey.
Description of Services
Preparation or Amendment of
Tax Returns
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Our tax preparation and amendment service will help you navigate the complexities of filing taxes. We provide comprehensive tax preparation services for federal, state, and local taxes, making sure you get the most out of your return. Our team of experienced tax professionals will work with you to accurately and efficiently prepare your taxes to maximize your tax savings.
Tax Scorecard
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Our Tax Scorecard will give you an annual grade to represent how well you are managing your taxes. We will check to see if you are taking advantage of applicable tax credits, deductions, and other strategies. With our Tax Scorecard, you can have the peace of mind that you aren’t missing opportunities to reduce your overall tax liability.
Withholding (W4) Assistance
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Our Withholding Assistance service provides you with the peace of mind that your taxes are under control. Our expert team will review your current W4 withholding election to make sure you are withholding the optimal amount from your salary so you don't end up with a surprise payment when you file next year.
Contact
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