Why You Need a Tax Advisor, Not Just a Tax Preparer

Tax advisor meeting with high-income clients to discuss business tax planning and 1099 income tax planning.

You probably know this feeling. It’s late March or early April. You finally gather your documents. You send them over. Your tax person files the return. You sign. You pay. You move on. And then, a week later, you wonder: Did I just do taxes… or did I actually plan anything? That’s the difference. A…

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Tax Savings Tips to Be Thankful for This Thanksgiving

Thanksgiving is a time to gather with loved ones, reflect on the blessings in our lives, and indulge in delicious meals. But did you know it’s also a perfect opportunity to reflect on your finances and identify ways to save on taxes before the year ends? With a little planning, you can make the holiday…

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