Tax Services

As an independent, fee only, wealth management firm, one of our most important team members is our staff Certified Public Accountant (CPA), Kris Collins. As a CPA, Kris works with our clients every time they come in, or whenever necessary, to build a game plan to minimize tax liability. This in turn helps maximize our clients' total return on assets.

By having Kris on staff, we transform the typical, after-the-fact, once-a-year, tax preparation service, into an integrated, ongoing process that works in conjunction with our client's overall goals and objectives.

Additionally, we evaluate the past three years of tax returns for each client, whether prepared by another professional or self-prepared, to determine whether an amendment should be filed to obtain a refund.

We also provide a full range of services for small business owners; starting from choosing the appropriate business structure (C Corp, S Corp, LLC, Partnership, etc..), leading to payroll processing and quarterly payroll tax filings, doing your W-2's and 1099's, or bookkeeping and financial reporting, or evaluating which retirement plan best suits each business, and finally doing your annual tax return filing.

Kris will also assist you in corresponding with the IRS on any issue that may arise. This always helps to quickly and efficiently resolve the issue and calm the fear of the unknown.