Tax Preparation
When evaluating financial planners, we encourage you to ask if they can offer tax advice. We do! And we use our expertise to guide you and integrate that advice into everything we do.
We make taxes exciting!
Our team includes three CPAs and two Enrolled Agents (EA) because you should have One Advisor Twice The Advice™. Led by Tom Taylor, the team was created when financial planning clients would ask him to review and do their tax and accounting work.
Tax advice and financial planning advice go hand and hand and this is just one more example of how we put the interests of our clients ahead of our own. By combining these services we get better and more in-depth knowledge of a client’s financial house than any one CFP, CPA or financial advisor could do on their own. By integrating services we save our clients’ money and more importantly, time!
How We Help
Bridging extensive real world experience and comprehensive knowledge of tax law and strategies to ensure you never have to worry about your taxes again.
We’re not interested in being just a once-a-year dump and prep professional tax service. Sure, compliance of filing accurate and timely tax returns is a given, but our mission is to provide you with actionable tax planning services and strategies you can use in the real world to lower your tax liability.
A tax election that avoids double taxation by passing income to shareholders. Let us show you an S-Corp election may be in your best interest.
By implementing personalized tax strategies, you can potentially keep more of your hard-earned money and improve your overall financial position.
Tax preparation is critical to the discovery of tax savings strategies and financial planning opportunities.
Your financial and investment plans should be integrated with your tax strategies.
A financial planning strategy designed to optimize your tax situation by strategically managing your income and deductions to minimize your overall tax liability without drifting into a higher tax bracket.
Your Best Interests At Heart
When evaluating financial planners, we encourage you to ask if they can offer tax advice. We do and integrate that advice into all of our financial plans. We have a CPA, an Enrolled Agent, and senior-level accountants on staff through our subsidiary Taylor & Company because you should have One Advisor Twice The Advice™.
"Thanks for helping me make my dream life possible."
- T.L., Financial and Tax Advisory Client
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.