Tax compliance is just half of the picture. Our other role is to integrate all of the information we have about you and use that to optimize your personal tax situation in the short and long-term. This often means predicting your future income needs and making recommendations that minimize your income taxes over many years.
Personal tax preparation is increasingly viewed as a commodity. Many of these low-cost or do-it-yourself services lead to missed opportunities because they oversimplify issues and overlook key questions.
Over-simplification is a synonym for over-paid taxes. A $1,000 credit or deduction is worth between $200 and and $500 tax savings. These sorts of items are common when a person owns a rental property or business or undergoes life changes or medical issues.
We’re only happy when you’re getting good value from us – and that drives us to continually be looking for opportunities for you.