Planning objective financial advice
Tax Preparation
Accurate and efficient tax preparation for individuals and businesses.
Tax Planning
Proactive strategies to reduce liabilities and maximize savings.
Tax Resolution
Representation and guidance to resolve audits, penalties, and disputes.
Tax Planning, Preparation, and Solutions for Your Family and Your Business.
What Our Clients Says
Balancing a busy dental practice with complex tax regulations can be a real headache. Helping me navigate the intricacies of business taxes, deductions, and compliance has allowed me to focus on my patients, knowing my taxes are in capable hands.
As retirees, we were worried about the complexities of our taxes, especially with our investments and retirement accounts. We've worked together for over 12 years already and we find the virtual appointments and support fantastic!
Owning multiple properties can lead to a complicated tax situation. When we became clients we owed over $80,000 in back taxes and had late filed returns. Today those back taxes are gone and we file on time every year!
Running a small business can be overwhelming, so I am grateful for the personalized service and attention to detail which I receive. Having a TaxPro on my side has enabled me to pay less in taxes and save more for retirement.