Smart tax planning for a both bear & bull market

Dan’s value is knowledge. With over 27 years of experience, he will help minimize taxes owed and provide confidence that returns are done properly.

Tax Preparation for 1040,1041,1120C,1120S,1065,990 and all 50 state returns.

Complimentary proactive tax planning for individual tax return clients.

Professional tax folders are given to store all current year documents along with all return forms for both federal & states along with electronic PDF for easy accessibility to provide to banks & lenders.

Most returns are prepared during appointment and then e-filed electronically with a direct deposit with refunds received within two weeks-Don’t need rapid advances and charge extra $$’s!

Tax documents can be emailed thru a secure portal or mailed and even have done them sent via text picture imaging!!-You decide what’s best for you. 

Estate Planning-Review tax consequences before setting up different trusts.

Personal Investment Tax Planning-understand the tax consequences of taking IRA distribution when bundle with social security.

Collaborate with estate planning attorneys and wealth management advisory firms, and we complement each other so you have peace of mind from how to grow your savings along with tax & legal consequences. Whether you need references for great qualified wealth managers & attorneys or have your own, will make sure we are all in unison to make sure your personal interest are achieved.