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.

We work closely with our partner CPA firm, Maddox, Thomson & Associates or your personal CPA, to help simplify and streamline your involvement in the tax preparation process. For our clients who are also clients of Maddox, Thomson & Associates, we coordinate in the delivery of tax services including the preparation of your annual returns and the calculation of quarterly estimated tax payments.

For more information, please visit investment management and estate planning.

 

 

 

 

 

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