Tax Preparation

Tax preparation, there are so many options out there today.  Self-filing through a mass-marketed software is the most common route, and for taxpayers with a single W-2 and no real estate, self-employment income, or investments, a professional isn’t needed for the majority of filings.

But when major life events occur there’s often complexities…asset acquisitions and sales, new business entities, children, rental property, retirement planning….and consulting an advisor can in many cases save a substantial amount in filings over several years.