Integrated tax planning & preparation for individuals and families.

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Plymouth, MN Tax Preparation

 

As your tax advisor, our job is to provide answers to your questions so you can make educated and informed decisions regarding your wealth. Our goal is not only to prepare your return, but also to identify tax planning opportunities that save, preserve and grow your wealth.

Through our unique approach we can help you plan around your specific tax situation and needs. At the end of the day, taxes are specific to your personal situation and the planning and preparation needs should reflect that.

 
 
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Save Time

Save time by allowing us to prepare your tax return. You are busy, let us put our expertise and experience to work for you.

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Save Money

Save money as we find ways to reduce your taxable income and build strategies to lower the taxes you pay in the long-run.

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Save Yourself

Taxes are complicated. It can be challenging to coordinate your tax situation with your overall wealth picture. We will help with that.

 
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Meet Your Tax Team

 

We don’t just prepare tax returns, that’s simply a step in the process. More importantly, we are tax advisors and tax planners painting a holistic financial picture.

— James L. Sexton, CPA

 
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Who we serve best…

We are a boutique tax firm specializing in complicated tax situations related to high-income, significant investment assets and high-net worth situations.