Strategic Tax planning

  • Personal strategic tax planning

    There are many things that happen in our lives that affect our taxes. During this type of appointment, we can discuss life changes such as retirement, marriage, divorce, buying a home, selling a home, changes in employment, children, capital gains/losses, or any other future tax planning questions.

  • business strategic tax planning

    Whether you are starting a new business, experiencing business growth, or just want to review your current business situation, we can help with entity structure, retirement plans, estimated tax payments, business deductions, selling or buying a business, reasonable compensation, hiring employees or contractors, buying or selling rental properties, or any future tax planning questions.

our fee list

Below is a list of our most common fees. There may be additional fees.