SERVICES WE OFFER

assist in clarifying and prioritizing financial goals and offering options for achieving them;
review current finances to identify and minimize risks;
provide analysis and recommendations ranging from single subject concerns to comprehensive financial plans.
review investment portfolio to assess whether it is meeting your financial goals and/or offer suggestions for rebalancing
explaining consequences of financial decisions being considered

tax planning - identifying risks and potential tax consequences as well as recommendations to mitigate those risks and consequences
tax preparation - individualized service including in person/video consultation
- review return with you to ensure all reportable tax transactions are covered
- provide guidance on how to report new or unique situations
- review your returns with you before filing
tax resolution - addressing notices from taxing agencies
- preparing responses on behalf of tax payer
- representing tax payer in resolving tax issues

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