Tax return  Preparation

“This is too difficult for a mathematician.  It takes a philosopher.”  Albert Einstein, on his tax returns

Tax Preparation

    For clients who are utilizing our retirement planning and investment management services, we also offer individual and trust tax preparation, if needed.  Service includes tax projections as things change throughout the year.

      ***Note that unfortunately we are not currently offering tax preparation services unless you are an ongoing planning/investment management client.***



        Starting at $600 per return

        (depending on estimated time and complexity)