We are here to clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.
Most people only like to think about taxes for April 15th, but we work year round to take the mystery out of it by:
specific
Tailoring our tax advice to your specific family and work situations.
strategies
Providing specific strategies to legally reduce the amount of taxes you owe.
solutions
Answering your tax questions in simple terms.
year round
Continuing to find new ways to minimize your taxes throughout the year.
We work closely with the independent Registered Investment Advisor, O'Connor Wealth Management, Inc. - fee-based Financial Advisors with a Fiduciary Duty.
Estate Planning Attorneys
We have relationships with estate planning attorneys to handle probate and trust administrations and to help prepare trusts and wills.