Our Approach: Tax Preparation and Planning
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Find answers to our question about our consulting coverage options.
We position client services to be value packed, with reasonable pricing. Because pricing in the absence of value is not meaningful, we deliver services to add value to you. The pricing varies depending on your specific situation. Contact us for a meeting to discuss your specific needs and we’ll provide the pricing.
We have been delivering services to our clients for two decades, since 2002. Our approach to tax services is that compliance is very important. Equally important though is planning. Planning minimizes your tax liability year after year, diverting the savings to increase your net worth.
The fees include any tax or accounting questions you may have during the year. There are many tax questions everyone encounters during the year and sometimes non-financial decisions have tax consequences. It’s vital to consider the impact of your decisions on an after tax basis, as it will save significant sums, even in routine decisions. This is a feature that our clients love because they don’t get invoiced every time they call for highly specialized advice.
Although compliance is very important, often the planning component is overlooked or under utilized. Tax planning is ingrained in our process, and delivers real value to our clients.
