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"Most Americans can't get anywhere financially until they get their taxes under control."


Michael A. Beer, CFP®
Certified Financial PlannerTM

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Tax Advice
Taxes are what we call the elephant in the kitchen. Most Americans pays more in taxes than any other item in their lives. That elephant is eating them out of house and home. But most financial advisors just want to talk about your elephant and tell you what a mess it makes, how to trim its toenails or tell you how to make it lie down in the corner of the kitchen.
Tax Links
·  IRS
·  StateTax
Most Americans can't get anywhere financially, especially if they're self-employed, until they get their taxes under control. So we start off by getting the elephant out of the kitchen. That's why we do our clients' taxes, and we are aggressive. We don't cheat the government or participate in fraudulent schemes that people think up, but we do go after every deduction that can be justified. We end up amending returns for nearly 60% of our new clients. Often the taxes we save clients alone pays our fee. The reason we can do this is that we specialize in individual income taxes, we don't do corporate, partnership or fiduciary returns. Our computerized systems and systems of checklists provide an accuracy level and thoroughness so that we don’t overlook deductions that are often missed.