Welcome

Two of the most common questions new clients (or potential clients) ask me, or perhaps ask silently in their minds, is, "At what point do I need to hire a Tax Advisor?" or "Am I going to get value from hiring a Tax Advisor?"

Almost everyone who earns an income in this country needs to file a tax return. But not everyone needs to pay a tax pro to fill out their forms. Our goal is to help our clients become smarter about their money, so understanding the very basics of US tax is something everyone should strive for. In 2017, tax laws were enacted that made tax filing simpler for the vast majority of Americans that are wage earners. In addition, the availability of low-cost, easy-to-use software and online services to prepare tax returns means that you don't have to know any details of the tax law to file an accurate tax return. You don't need to know how an engine works in order to be able to drive a car. 

 
Here are some of the situations where you SHOULD consult a Tax Advisor:   

     * Ownership of a Business or Farm   

     * Ownership of Rental Property   

     * Significant trading in stocks, bonds, or cryptocurrencies   

     * Sale of assets   

     * Planning to purchase income-producing assets   

     * If you are uncomfortable with entering personal data online or using the computer   

     * Long-term wealth distribution including retirement   

     * Worked in multiple states during the year or worked overseas   

     * Complex tax situations that you don't understand    

     * Situations where YOU can CONTROL WHEN you receive income. 

     * Estate Planning considerations. 

Here are some situations where you probably DON'T need to hire a Tax Advisor:   

    * Comfortable with DIY Software    

    * Simple tax situations, INCLUDING multiple jobs, home ownership, and education expenses. 

Today's tax software can easily lead you through the process of entering your tax information into the forms properly and accurately, It can report your financial HISTORY. Where tax software cannot help you is for handling current and future tax situations. It has no ability to PREDICT or ADVISE you into ways to save money in the future or what you can do today to help make better decisions. If you want or need this type of help, then consider hiring a Tax Advisor. The additional cost may actually save you more money in the long run than you spend!

A good Tax Advisor really will.....Save You Money! Consider your Return on Investment and Time to be the exchange of value.