Our passion is to be in the business of partnering with people to help them reach their goals. We want to develop a long-lasting mutually beneficial relationship.
We are here to answer your questions and to provide you with accurate responses. Email, call or book an appointment!
Questions our clients have asked us:
Should I pay off my mortgage?
Can I still claim my child as a dependent?
I took a new job... what will my new tax rate be? How should I complete my W4?
I invested in a new business (i.e., new K1). How will this affect me?
I took a distribution from my 401k/IRA...how will this affect me tax wise?
I just started taking RMD/Social Security...how will this affect me tax wise?
My employer is offering a severance package. Should I take it?
I gave $$$ to my son/daughter/other person. Is that a deduction to me and income to them? OR "what's the maximum I can give?"
I sold my primary residence and/or purchased a new primary residence, how will this affect me tax wise?
Do any of the new tax laws affect me?
I just started to receive inheritance. How will this affect me tax wise?
Stock option questions
I now have royalty income. What do I need to do?
Our firm is here year round, so contact us today with your questions!