Our Team of "Smart Alecs" will show you how.
Pre-Retiree/Retiree Tax Planning
Taxes in retirement should be everyone’s concern. There’s a number of tax smart strategies every pre-retiree and retiree should consider once they enter the distribution phase of life. Many of these strategies can help you get your tax burden as close to zero as possible.
small biz owner tax & succession planning
Through tax planning for small business owners we pay particular attention to how to pay less taxes (legally) through special strategies. We also help you analyze your profitability, valuation and set you up with a succession plan for your retirement.
tax prep for planning clients
DIY tax prep is a thing of the past with our online services. We’ll save our tax planning clients money, frustration and most importantly, time. Even the smallest error on your taxes can create a trail of stress and added costs. Turn over your taxes to our team today.