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FAQs
What should I bring to my tax appointment?
We’ll guide you through exactly what you need. Generally, this includes photo ID, prior-year tax returns, income documents (W-2s, 1099s), and any relevant expense or deduction records. Once you schedule, we’ll provide a simple checklist so you feel prepared and stress-free.
Do you offer support beyond tax season?
Yes. We believe tax preparation is just one part of a bigger picture. Our team is available year-round to answer questions, plan ahead, and help you make informed decisions that align with your long-term financial goals.
How do you determine pricing?
Pricing is based on the complexity of your return and the level of support needed. We’re transparent about fees and will discuss pricing upfront so there are no surprises.
Can you help me reduce taxes now while planning for retirement?
Yes. In many cases, smart retirement planning can help lower your current tax bill while building for the future. We look at options like retirement contributions, timing strategies, and tax-efficient savings to see what fits your situation.
How do taxes affect my retirement income?
Taxes play a major role in how much of your retirement income you actually keep. Different sources of income such as Social Security, pensions, retirement accounts, or investments are taxed differently. We help you understand these differences and plan ahead so there are fewer surprises later on.
Do you help with retirement accounts like IRAs or 401(k)s?
Yes. We help you understand how IRAs, 401(k)s, and other retirement accounts affect your taxes now and over time. When additional planning makes sense, we collaborate with specialists in our office to provide coordinated guidance tailored to your goals so you’re never navigating these decisions alone.
Can you help if I’m self-employed or a small business owner?
Absolutely. Business income creates both tax challenges and retirement opportunities. We help identify strategies that may reduce taxes while creating long-term savings options tailored to business owners and independent professionals.
Does tax planning still matter after retirement?
Yes. Tax planning remains important throughout retirement because decisions made today can affect future income, tax brackets, and even healthcare costs. Regular reviews help ensure your strategy stays aligned with your lifestyle, goals, and changing tax laws.