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Our Values
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We want to create a welcome environment for our clients, and for our clients to feel comfortable discussing their financial goals and questions. We endeavor to service our clients from our client's perspective. Meaning, that we recognize taxes and accounting can be confusing at times, so we strive to take the time necessary to ensure our clients understand what we are discussing with them.
Tax Prep
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Having your tax returns prepared professionally has many advantages. The tax codes are always changing, and keeping up with every change that could affect you can be daunting. We spend many hours of training keeping up with the new tax law changes so that we may tax advantage of all of the tax savings that are commonly overlooked. Our federal and state returns are electronically filed so that proof of filing is verified and refunds are delivered to you faster.
Personal Taxes
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We offer Personal income tax preparation which included Federal, any state and local tax returns. We also offer one-on-one tax planning with our clients to ensure that their tax savings will be maximized in future years as well. It is not uncommon for taxpayers to be behind in filing or paying taxes. We will act as your lesion with the IRS or other taxing authority so get all tax filings current, as well as set up payment plans.
Cryptocurrency
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We can field your questions to determine if you need to pay taxes, and we can assist you with your personal tax preparation. Cryptocurrency is an emerging technology that has an "investment" aspect to it. Depending on how you have been moving your assets around or taking profits, you may be liable for tax payments.
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