Tax

tax [taks]

noun: money demanded by a government as determined by complex laws

 

“Even people who weren’t our clients become our clients after they have a tax “surprise.”  They made a financial decision and they were totally unprepared for the tax consequences.  Do yourself a tax favor and check with us BEFORE you make financial decisions.”  --Clayton Tuggle

 

Making good tax decisions requires good tax planning.  We collaborate with you to devise a tax strategy that helps you take the best advantage of the tax laws.  If you request our tax planning services, you are under no obligation to have us prepare your tax return.

 

Our tax services include:

• Tax Planning

• Estate Planning

• Tax Return Preparation

 

 

Services:

Planning & Review

Investing

Retirement

Tax

Advocate

Organizing

Transition

 

 

 

Strategy

Simplicity

Superior service