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Rational, Informed and Well-Reasoned Tax Advice
Tax Preparation Meets Planning
Taxes are more than a once-a-year event. They are one of life’s most complicated and largest expenses, but most wealth advisors don’t give taxes the attention they deserve. We firmly believe that every financial decision, at its core, is a tax decision.
Meet Guided Advice
A six-module process that encompasses all aspects of your financial life. Out of necessity, this is a flexible process recognizing that you have a different and unique set of circumstances, goals and objectives from everyone else.
We carefully designed Guided Advice to create a highly customized plan unique to you.
The framework of Guided Advice includes:
As financial and tax professionals, we have an innate sense of goodness. We hold this virtue collectively as a team and as stewards of your finances. It’s a personal commitment we make and the pursuit is filled with curiosity, learning, creativity, and life-long friendships. This gives us purpose in who we are.
Thank you for your interest in working together for the 2022 tax preparation season. Our online calendar is currently only made available to existing clients. If you are new to our firm, we kindly request that you call our office at 858-483-7500 for scheduling to discuss how we can best serve you.