How We Do It

In most instances, our client relationships begin with filing a tax return. In the initial Tax Interview, we take the time to understand your specific situation in an effort to optimize your result. Post-meeting, we work systematically through your return using a precise and finely-honed methodology designed to ensure that no tax-savings opportunity is overlooked. Upon your return, we review the completed tax return together to ensure that you have an understanding of how all the moving parts came together to generate the current result, and what steps you can take moving forward to generate the result you desire.

This same deliberate, collaborative approach defines the entire client relationship, as we move into developing Tax Strategies designed to reduce the tax you pay, and Financial Planning Strategies designed to protect and grow your wealth.