Preparing Individual and Business tax returns is one of the special services that we provide our clients with our partnerships with Glorvigen, Tierney & Company a CPA® firm and Blake & Lind CPAs, PLLC We try to minimize your taxes by coordinating your investment and retirement account taxable income with all the available tax savings measures that we can use, sometimes we see an opportunity to save tax dollars with just a few simple changes.

Many of our retired clients feel better knowing that their tax return is done with accuracy and with a professional who is keeping up to date on all the tax law changes. We are available all year to answer your tax questions or to correspond with the tax authorities such as the IRS. We can also help with any Estate or Trust tax issues that you may be concerned with in order to make things easier for your beneficiaries.