When evaluating financial planners, we encourage you to ask if they can offer tax advice? We do and integrate that advice in all of our financial plans. In partnership with Taylor & Company LLC, we provide tax return preparation services and tax advice and planning services. Tom has been a CPA for over 15 years and is often asked by clients if he can review and do their tax and accounting work. Tom is also credentialed by the American Institute of Certified Public Accountants as a Personal Financial Specialist (PFS) which indicates his experience and expertise in providing both tax and financial planning advice. Here is what Tom had to say…
“Prior to integrating with Taylor & Company our clients had separate relationships for their tax work and investment work. It makes perfect sense to bring them under one relationship. We are able to better serve our clients by cutting out a third party and streamlining the preparation of their tax returns.”
Tax advice and investment advice go hand and hand and this is just one more example of how we can save our clients money and more importantly, time!
If you would like us to provide you with a quote to prepare your taxes please contact Tom by filling out the form on our Contact page. Please go to our Client Resources page for a handy Tax Organizer.
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Contact us for a free review of your tax return & quote on our tax preparation services.