We have been providing Tax Preparation services to our clients and community for over 30 years. Tax preparation is much more than just inputting numbers into software - we help make sure you are utilizing all deductions available to you, review 401(k) contributions to make sure you are maximizing your retirement potential and review your investment and bank accounts to ensure they are titled correctly to avoid any estate and probate issues.
Tax Strategies for Individuals:
- Tax Preparation
- Lowering, Deferring or Eliminating taxes
- Managing taxes inside investment portfolios
- Tax Efficient investments to reduce taxable income
- Tax loss harvesting in investment portfolios to help offset Capital Gains
For Businesses:
- Maximizing expenses and determining the best tax strategy for business assets
- Business Tax Preparation
- Integration with QuickBooks to review and examine General Ledger and P&L
- Planning meetings to review ongoing income and expenses to capitalize on tax savings strategies
- Financial and Accounting services utilizing QuickBooks and Drake Software
*Tax services provided by SIA Tax & Insurance Associates. Securities & Investment Advisors, Inc. and SIA Tax & Insurance Associates are separate entities. Services provided by each entity are not connected.
*LPL Financial does not provide tax services. LPL Financial and SIA Tax & Insurance Associates are separate entities.