Anytime a life-changing event happens, no matter how big or small, there's very likely some tax consequences and planning to consider. Whether you're considering buying or selling a house or starting a business or considering higher education, you should also be considering contacting your tax advisor. We'll sit down with you and discuss the best strategies to lower your tax burden based on your unique financial or business goals.
We charge on a per-form basis, so unfortunately we can't give you a fully accurate estimate until we're able to know more about your specific needs. We can tell you, however, that our prices tend to be about 1/3 to 1/2 as much as the big-name firms out there. Feel free to schedule a phone or in-person appointment with us so that we can determine your needs and give you a proper quote!
Does your tax advisor return your calls? Do you feel comfortable asking them a question? Do you feel heard? Is your tax advisor even licensed to file taxes in the first place? With the right advisor, the answers should be a resounding "Yes!"
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