Kelly wants you to know services we provide in addition to just tax preparation:

Estate, Gift, and Trust assistance

Business Owner Tax Planning

Tax Bracket Maximization

Social Security Advice and Maximization

Executive Compensation Planning

Charitable Giving Planning

Family CFO Planning

Changing Domicile

Saving for College

Real Estate Investment Planning

Personal Financial Planning


We usually schedule these type of meetings after April 15th, but will tackle them during tax season when needed.