Tax Preparation
When evaluating financial planners, we encourage you to ask if they can offer tax advice. We do! And we use our expertise to guide you and integrate that advice into everything we do.
We make taxes
Our team includes three CPAs and two Enrolled Agents (EA) because you should have One Advisor Twice The Advice™. Led by Tom Taylor, the team was created when financial planning clients would ask him to review and do their tax and accounting work.
Tax advice and financial planning advice go hand and hand and this is just one more example of how we put the interests of our clients ahead of our own. By combining these services we get better and more in-depth knowledge of a client’s financial house than any one CFP, CPA or financial advisor could do on their own. By integrating services we save our clients’ money and more importantly, time!
How We Help
Your Best Interests At Heart
When evaluating financial planners, we encourage you to ask if they can offer tax advice. We do and integrate that advice into all of our financial plans. We have a CPA, an Enrolled Agent, and senior-level accountants on staff through our subsidiary Taylor & Company because you should have One Advisor Twice The Advice™.
"Tom and his team have done my personal and business taxes and support for years. They are great at making sure I have all my bases covered to assure there are no surprises along the way."
- Shayna H.
The testimonial above was not compensated and is the opinions of specific clients. The opinions stated may not be representative of all client opinions or experiences.