Broker Check


 We can assist you with

  • Taking full advantage of the current tax laws
  • Year-Round proactive tax planning
  • Minimizing capital gains by performing tax-loss harvesting techniques
  • Analyzing your retirement accounts to determine if a Roth IRA conversion makes sense for you
  • Tax planning for executive stock options, RSUs, and executive compensation to minimize your taxation
  • Handling the settlement of death of a loved one's estate and preparing their estate return
  • Assist with an IRS audit

Tax Planning

The essential element of the tax preparation process. By making tax planning part of you strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Return Preparation

Our experienced staff will work with you to accurately and efficiently prepare returns for you and your family.  We utilize the latest software to ensure you are able to e-file and have your return processed quick and painlessly.