New Clients mention this Web Special and receive $25 off your tax preparation. This offer is good from February 10, 2018 to April 15, 2018. Thank you for giving us the opportunity to work with you!
New Client Tax Preparation - $25 OFF
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QuickBooks Setup & Training - $100
Three hours of QuickBooks Setup and Basic Training, including items lists, customer lists, vendors, and chart of accounts. This offer is for beginning users that are new to QuickBooks and would like assistance.
Retirement Planning Meeting - FREE
Are you on track to have a successful retirement? Why leave it up to chance? How will taxes, distributions, and rollovers affect your retirement plan? Did you know taxes are the largest expense most Americans face in their lifetimes? We can analyze your current situation, discuss opportunities, and create a measurable plan for retirement.
Tax Planning for Existing Clients - FREE
If you are a current client you can recieve a free 30 minute tax planning appointment to discuss any issues or ask any questions. This offer is good from May 1 to November 30 each year. The best tax planning is proactive and it is our way to help you reduce your taxes every year.
Inheritance Issues & Gifts Planning - FREE
What are the tax consequences of a gift? How does an inheritance affect my taxes? How can I use these assests to accomplish my goals? Many people overpay taxes that they could avoid by having a well thought out plan. We can sit down together identify issues, discuss possibilites, and decide on solutions to reduce your tax liability.