Personal Tax Preparation

For years our Investment clients have asked us to help simplify their financial life, to streamline the coordination and communication between their advisor and tax preparer, and to give them one convenient location for all their financial needs. We listened. In 2015 we began offering individual tax preparation services. From simple to complex, we've got you covered! Big picture is our specialty. Our years of investment management experience, coupled with our tax preparation expertise means we see more than just one tax year at a time. We look down the road for opportunities in education planning, retirement saving, social security strategies, estate planning, and more. We have the knowledge to help you maximize your returns for years to come. 

Client Centered

Our tax team, headed up by Certified Public Accountant (CPA), Rick Martin and our Tax Preparers, Trish Vigansky and Lisa Hammett, have the knowledge and experience you need to assist you with:

  • IRS Form 1040- US Individual Income Tax Return
  • Resident and Non-Resident State Returns
  • Tax Planning
  • Estimated Tax Payments
  • Electronic Filing

Our goal is to be by your side your entire financial life. We know your time is valuable. That's why we put comprehensive tax prep, retirement planning, investment management and insurance all under one roof. 

To learn more about getting started and tax preparation fees click the button below.

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