Tax Planning & Advice

Are you tired of the mad scramble to file last year's tax return with no plan how to minimize future taxes? Do you need tax advice periodically throughout the year, not just at tax season when preparers are too busy and won't help?

Tax preparation is historical. Tax planning is forward-looking. If you neglect tax planning, it's like driving down the highway by watching the rear view mirror. Tap our expertise in helping you minimize future taxes. 

Tax Preparation

We provide personal and business/entity income tax preparation in a responsive, detailed, and accurate manner.

You'll receive the most value when tax preparation is packaged along with tax planning and advisory services rather than as a standalone service.

Business Advisory

Benefit from our broad business and management experience. Advisory services may include:

  • Outsourced CFO (including accounting and bookkeeping)

  • Understanding key financial measures of your business

  • Cash flow forecasting and tax projections

  • Strategies for cost reduction and profit growth

  • Tax implications of choosing (or changing) business entity

  • Recommendation on type and design of group retirement plan


Fees will typically be structured for a package of services provided throughout the year and paid monthly, or on a fixed project basis. Each client's situation is different and we will provide you a quote after discussing your specific needs and the scope of engagement. For engagements with requirements that cannot be reasonably estimated, our fee is $125 per hour.