Tax Center

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Tax Management Journey™

Because of the amount of taxes you will owe over your lifetime, National IRA expert Ed Slott calls IRA’s and 401(k) “the Retirement Tax Time bomb”! Yet the majority of professionals at banks, investment and insurance firms ask you to consult your Tax Advisor before taking their professional advice. Taxes could be one of your highest expenses in retirement! We feel taxes should be properly integrated into a total Holistic Plan – educating you about your options now and for the future. We proactively meet with you to locate areas to optimize your taxes. The difference is: we not only have tax preparers to complete your 1040 in the Spring, our tax advisors can help with tax reduction strategies year-round.

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COMPLETE TAX PREPARATION
$ 199
  • TAX PREPARATION
  • Includes Federal, State, and Electronic Filing.
    Applies to personal income tax returns only.
  • CALL FOR APPOINTMENT - OUR BOOKS FILL UP FAST

Meet Our Tax Team

Sarah Chamberlin Define

Tax Practice Manager

J. Russell Borders

Chief Accountant

John Laux

EA Accountant

Joseph Define

EA Accountant & Medicare Advisor

Gail Scarfino

Accountant

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