Tax Services

Federal and local income tax payments have a significant impact on your ability to save and invest for the future. Our review and recommendations encompass many aspects of income taxes and ensure that you are taking advantage of available tax benefits and avoiding any unnecessary costs. For our clients who are also clients of our partner CPA firm, Maddox, Thomson & Associates, we coordinate in the preparation of your annual returns and the calculation of quarterly estimated tax payments.

We also work closely with our clients who use other CPA firms. This simplifies and streamlines your involvement in the tax preparation process. For more information, please visit investment management and estate planning.