We believe the old, traditional model of tax compliance is dead. Simple tax preparation and compliance has become a commodity. However, this is good for you! We expand this old model to our "Flagship Product" which enables us to be with you all year to plan and anticipate your financial "pains" and "anxieties." Most traditional tax preparers simply collect your information (without really knowing you) and file your return. We can still do this basic service for you but when we explain the value you gain from our Flagship Product, we believe you will want to come on board as an ideal client.
If your current tax preparer has never or is not qualified to offer this proactive planning, please contact us for a comprehensive, proactive plan that will allow us to diagnose and find any mistakes and missed opportunities that may be costing you money, time, or peace of mind. We will examine your financial situation with the goal of identifying your weaknesses, the "must dos" and the actions you need to take to achieve financial peace, relief and comfort.