Tax Planning alone won’t help you save a nickel – you actually need to implement your plan. Our Proactive Tax Coaching Service is designed to help you implement your personal tax plan so you actually realize the planned-for savings. You get business and personal tax consulting throughout the tax year, not just for the period known as the “tax season”.
If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees, or download and read our ADV Part II and Schedule F located elsewhere on this site.