According to the General Accountability Office (GAO) taxpayers overpaid their taxes by nearly $1 billion due to missed opportunities. Certified Tax Coaches are trained to not only identify missed opportunities, but also seek to minimize future taxes by engaging in year-round tax planning methods as they learn about each of their clients’ goals.

We work for you by:

• Customizing a plan that is tailored to your unique situation.
• Making sure you take every tax credit and deduction you deserve on your tax return by carefully analyzing your situation and using our proprietary Certified Tax Coach system
• Working with you all year long–not just at tax time, to develop tax planning strategies that lower your tax bill.
• Adjusting your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money
• Helping you understand how to defer tax liabilities through retirement contributions, pensions and similar plans.
• Helping you take advantage of select investments to produce tax exempt income and grow your wealth faster.
• Assisting you in reducing taxes on your estate so your family inherits more of what you have made