OUR SERVICES
Comprehensive expertise. Personalized guidance.
From tax preparation to proactive planning and strategic advisory, we provide the expertise and support you need year-round.
OUR SIGNATURE SERVICE
PROACTIVE TAX PLANNING
Year-round planning sessions keep withholding, estimated payments, and big decisions on track, so filing season brings no surprises.
TAX PREPARATION & BROADER CAPABILITIES
PROACTIVE PLANNING
Most firms tell you the outcome when they file. We plan it with you during the year.
BIG MOVES, PLANNED
Retirement conversions, property and business sales, and succession modeled before they happen.
NO APRIL SURPRISES
We adjust withholding, estimates, and decisions while there’s still time to act.
PLANS FOR WHERE YOU ARE — AND WHERE YOU’RE GOING
Year-round tax planning, tailored to your goals.
FOUNDATION
Simple, accurate federal and state returns when your taxes are straightforward.
Federal & state tax returns- Year-end tax preparation
- Ongoing client support
FOUNDATION
Your return, done right and on schedule, with support whenever questions come up.
Federal & state tax returns- Year-end tax preparation
- Ongoing client support
MOST POPULAR
GROWTH
Two planning sessions a year for most individuals and families.
- Everything in Foundation
- Two planning sessions per year
- Up to 2 hours of QuickBooks troubleshooting
- Basic & higher-level planning
GROWTH
Planning for individuals and businesses.
- Two planning sessions per year to help you manage big decisions and keep withholding and estimated tax payments on track.
- Up to 2 hours of QuickBooks troubleshooting.
STRATEGIC
Quarterly planning for business owners and high-net-worth clients with complex needs.
Includes all Foundation benefits, plus
- Four planning sessions per year
- Up to 3 hours of QuickBooks troubleshooting
- Basic & higher-level planning
- Built for complex situations
STRATEGIC
Includes all Foundation benefits, plus
- Four planning sessions per year
- Up to 3 hours of QuickBooks troubleshooting
- Basic & higher-level planning
- Built for complex situations
Advisory and specialty services - IRS representation, retirement plans, and business transactions sit outside the plans. Not sure which plan fits?
FIND MY PLAN →
Your planning year,
on one page.
Each client gets an annual schedule: the months of
your planning sessions and the month we'll complete
your return. We keep it the same year to year, so you
always know what's next.
Strategic
Four planning sessions
Growth
Two planning sessions
Foundation
Return only
Estimates paid by April 15
Yes, we file
extensions.
Spreading returns through spring and summer means many are filed on extension. Because planning comes first,
your estimated payments are made before the April deadline. The extension changes when the paperwork is
filed, not when tax is paid, and you'll know the month your return will be finished.
- More time to review.Spreading preparation beyond peak deadlines gives us more time to review your return carefully and resolve questions before filing.
- Time to account for tax law changes.When federal or state tax laws change retroactively, filing later can give us time to apply those changes before submitting your return and may help avoid an amendment.
MEET THE TEAM
David Yates
SHAREHOLDER
(READ BIO & CREDENTIALS)
Amanda Reiter
OFFICE MANAGER
(READ BIO & CREDENTIALS)
Vanessa Sharp, QKA
RETIREMENT PLANS
(READ BIO & CREDENTIALS)