Tax Services

From certifying all the information is correct on your tax forms to avoiding any penalties, planning your taxes can be an arduous and stressful task. With our experts helping you, it doesn't have to be that way.
Whether it be filing your tax returns or setting up your ROTH IRA, we can assist you in every step of they way so that you can be confident about you financial future.


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
  • Pension and 401(k) Distribution
  • Tax Plans for Small Businesses
  • Monthly and Quarterly Reporting for Small Businesses
  • Bookkeeping and Accounting Services


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