Tax Preparation
Founded in 1983
Providing fee-only fiduciary advice for almost 40 years
Independent
Not owned by bank or brokerage firm
Conservative Approach
Focusing on
"Growth with Protection"
We have an in house a fulltime CPA who currently handles over 75% of our clients.
Tom smith has been part of the team for over 25 years and knows Business and Family Tax preparation.
Always thinking out of the box on ways to take advantage of all the laws made available to you.
Tax efficiency is critical to success in Retirement!
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