Tax Preparation and Planning
We Have the Experience. Our firm has over 30 years of experience with Tax Planning and Preparation. We have perfected our Tax Preparation process and have narrowed it to four parts. (1) You review your tax organizer tailored to you and gather your tax information, (2) Provide us with your tax information by dropping it off or sending it through our encrypted upload link, (3) We prepare your personal and/or corporate taxes and (4) we send them to you to review and finalize.
We Don’t Farm Out our Work. An experienced CPA and Tax Attorney is committed to completing the Tax Preparation and Tax Plan start to finish. No work is handed off to inexperienced staff or associates.
Father-Son Team. 2-for-1. When our firm is hired to prepare your tax return or draft a tax plan, the return or plan is being reviewed by two attorneys and a CPA, Michael and Taylor. The Father-Son Team. This eliminates the possibility for any scrivener error or missed planning and tax strategies.
Michael Made Tax Plan. Our tax plans are tailored individually to our clients. After an extensive interview and review of your taxes we are able to determine the right plan for each of our clients.