Tax Services

Tax Planning Services

  • Preparation of Federal and State Income Tax Returns
  • Preparation of Estate and Gift Tax Returns
  • Roth Conversion Analysis
  • 2nd Opinion Prior Year Individual and Business Tax Return Reviews
  • Year-End Tax Filing Services
  • 1040 Tax Optimization Reports
  • Personalized Tax Reduction Reports
  • Income Tax Reduction Planning
  • IRA, ROTH IRA, SEP IRA
  • Pension and 401(k) Distribution
  • Tax Plans for Small Businesses
  • Monthly and Quarterly Reporting for Small Businesses
  • Bookkeeping and Accounting Services

Discounts

The following discounts on tax preparation services are available:

  • 15% Senior (65+), Ministry/Pastoral
  • 20% Military, Firefighter, Police, Veteran
  • 30% Coaching Client
  • All Purple Heart recipients get free tax preparation