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Individual & Family Tax Preparation

We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personalized, one-on-one service model plus expert tax advice and return preparation will give you peace of mind. You will have no doubt that your tax returns are in capable hands!

We interview our tax clients every year to help optimize tax deductions/credits and ensure an accurate return is filed. We provide a customized checklist of documents and/or information needed.

We will work together with your Insurance Agent, Financial Advisor, and Attorney to ensure all your trusted advisors have your best interest at heart. Most advice giving by other trusted advisors have a tax impact. However, most other trusted advisors are not tax experts. We will make sure that you financial goals are tax-optimized by working with you and your team.

We offer the latest technology to make your tax filing process as painless as possible. From submitting your tax documents, reviewing, and signing your tax returns can all be completed electronically? If you prefer a face to face meeting, our staff welcomes you to a clean & comfortable office environment.

Retirement account contributions & distributions, starting a business, inheriting or gifting assets, protecting your assets, Roth Ira conversions, reducing capital gains tax on sale of property. For more, see our Point Tax Smart Framework

Getting Married? Having a Child? Preparing for retirement? Starting a business? Should you file jointly with your spouse or separately?

Our goal is to help you keep more of your hard earned dollars & build wealth through tax reduction and making solid financial decisions.

Simple Process

Initial Interview

Document Request and Delivery

Review and Sign

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