Who We Work With

 
 

We are a small tax preparation and planning company which means we have limited time. Realizing this we decided to specialize in specific situations which allows us to devote more of our resources, time, and attention to the issues most impacting you.

 
 

High-Income Earners

 

Executives of Large Local Companies

 

Diligent Savers

 

Retirees and Pre-Retirees

 

Looking for a Trusted Tax Advisor

 

Nice People

 

Other

 

Higher incomes mean more taxes. There are not only additional taxes caused by higher income (AMT, NIIT, Medicare Surcharge, and others) but also the loss and phaseout of many deductions and credits. We work with you and your unique tax situation to make sure you take advantage of every opportunity possible and pay as little taxes as possible.

 

Executives, especially those working at larger corporations have additional tax issues related to executive compensation, concentrated stock positions, tax-advantaged investment accounts, etc. We work with many people from Best Buy, 3M, General Mills, United Health Care, Target, US Bank, and many others. We understand their benefits and compensation packages and the tax issues surrounding them.

 

While our clients don’t always consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated investment portfolios of over $500,000. We’ve found that significant savings and investments creates a lot of tax planning opportunities to reduce taxes not only in the current year but in future years as well. This is accomplished through capital gain/loss management, utilizing different tax advantaged accounts differently, conversion strategies, and withdrawal strategies.

 

Pre-retirees and retirees typical have significant swings in income after leaving employment due to leaving the workforce, the timing of social security, pensions, portfolio income, deferred compensation, and other income sources. While this is a critical time for tax planning, it also creates many unique opportunities to save a significant amount of taxes. This includes the timing and sourcing of retirement income.

 

Our clients are with us for many years because they understand the value of having an experienced tax advisor on their team. We want to build a relationship and advise our clients on-going to ensure their tax planning is done right. We do not work with do-it-your-selfers who use tax preparation software and are looking for someone to review their work. We need to spend that time focusing on our on-going client base.

 

This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect. As a firm we are only able to take on a certain number of clients - these are going to be people we enjoy working with.

 

If you are unsure if you fit into any of the above categories, you are still welcome to reach out. We will let you know if we are able to work on your specific situation and if not, we work with other tax preparers in the area that we will be able to refer you to. Our goal is to help everyone who contacts us, even though we might not be preparing your tax return.

 
 
 

If this sounds like you then I invite you to get a quote for your tax preparation needs. Click below to get started.