Personal Taxes

Your personal taxes are one piece of the puzzle.  We take a comprehensive look and advise you on the following:

• How to pay off your mortgage
• Retirement Strategies
• Diluting your risk and assessing what type of risk you can absorb
• College savings
• Legal advice on how to protect your assets
• Homestead protection
• How to pay off your debt
• How to spend and where to shop
• Advise on your personal and business decisions i.e. should I build that new deck on the house, improve the kitchen or bathroom
• Automobile
• Ways to better finance and save money
• More or less anything that has to do with money and we make it very simple

Business Taxes

We take a comprehensive look at your business from head to toe for today and especially the future.  Our business clients can save thousands of dollars each year just by taking simple steps during the year and not just paying attention after the fact.  we advise on:

• Purchasing strategies
• Depreciation methods
• Inventory and manufacturing processes
• Where, when and how much to spend on particular parts of your business including legal, marketing, sales. promotions
• How to have your business properly set up for tax and legal purposes
• Defining your leverage and the what your ability you have to take risk