Making Tax Time Easier
We provide tax preparation services for individuals, sole proprietor businesses, partnerships, real estate investors, LLCs, and S Corporations. We service clients all over the U.S. and are licensed to prepare returns in all applicable states. Our fees are all inclusive and there are no extra charges for e-Filing.
We do not manage or invest your money for our clients. Rather, we provide holistic financial planning guidance around the main focus points in a comprehensive financial plan. These include taxes, investments, retirement, college savings, insurance and estate planning needs. Our services are typically billed hourly.
Tax planning is a crucial component of our services. We provide our clients with tips and suggestions on how to best lower their tax liabilities. From examining the pros and cons to investing in real estate, to determining if a Roth 401k is the right retirement vehicle for your needs – our firm has the knowledge to help you make the right decisions for yourself and your family.
GENUINELY RECOMMEND!!!!! Neil was a pleasure to work with to say the least. His communication over the phone and via email was prompt and courteous. In fact, I even sent Neil a question via email at the tail end of the day, and he still responded after business hours. And if for whatever reason I called and received his voicemail, Neil was very quick to respond and call back. Overall, I can't imagine going w/ anyone else to handle me and my wife's taxes after the excellent and quick service Neil provided.
Neil has been doing my taxes for the last few years, and I have no complaints. He's very knowledgable and helpful. He will most definitely be able to assist you with any questions you might have. I absolutely recommend this guy if you want to get your taxes done without a hassle!
I've always done my own taxes on turbo tax but this year I had to go to a tax professional and glad I chose Neil! He's very knowledgable, professional, cool, and affordable! He responds quickly to emails and will follow up when you haven't responded. He's on it!
What do you think of that?
It’s of course still too early to tell what the impact a President Trump will have our your taxes. But a quick look at his proposals might give us some insight. To be continued…