While a tax return may seem simple when it comes to entering data, there could be numerous opportunities not only to save on current year taxes, but also enact strategies to plan for future tax savings.

Our tax planning service fee covers any consultation you and/or your financial advisor need throughout the year. You will never have a clock start and receive a surprise bill when you ask a question. We pride ourselves on being available and responsive to your needs at all times.

Yes! Our industry has a reputation for overworked accountants that struggle to be responsive. We are committed to being available and will respond to any communication within 24 hours. While we might not have the answer to every question immediately, you will know we are here and working on your behalf.

We embrace technology and all the benefits it provides. One of the primary benefits of exchanging information electronically is we can provide a higher level of data security. Our secure client portal will allow us to easily communicate, share information and securely store documents. Of course, if you need a paper copy of your returns you will always have a copy saved to your portal you can print.

A backoor Roth IRA is a strategy that allows high-income earners that would not otherwise be able to contribute to a Roth IRA to fund a Roth IRA. The strategy involves making a non-deductible IRA contribution, then converting that balance to a Roth IRA. It is very important to have a tax professional involved when using this strategy as properly reporting on the tax return and tracking each year can be a challenge.