Tax Planning & Strategizing
Each of our consultation services begin with a complimentary 15-minute pre-consult to determine your individual goals. Once we've identified your specific needs, we create a personalized custom strategy to maximize your tax savings.
Whether you are looking to learn more about or begin to make the most of retirement plans, budgeting, business expenses, tax credits, higher education, or investments, our dedicated team of tax professionals has the knowledge and expertise to advise you.
Become a tax professional with our 2022 Tax Preparation Course. This course is designed to give you the knowledge needed to fulfill IRS requirements and give you a basic understanding of tax law and practice. You will gain an entry-level tax education consisting of 45 hours of Federal Income Tax instruction, learning the following:
- How to prepare a Federal Income Tax return
- Filing status
- Which form(s) to use
- Credits the taxpayer qualifies for