WHO DO WE TYPICALLY WORK WITH?

A TYPICAL CLIENT PROFILE

• Professionals who have limited time for tax preparation and financial planning, and may have realized that the “Do-it-yourself”, at home, programs are lacking.
• Files Form 1040 (May include small business on schedule C and/or may include rental properties)
• W-2’s & 1099’s for self-employment or contract work; K-1’s for other business interests

• Stock trades or other capital gains
• Distributions from mutual funds or annuities
• 401k; Roth IRA; Traditional IRS; Stock options or other offerings

• Multi-state tax returns
• Student loan interest; College tuition
• Dependent care expenses
• Dividends or interest

Do you match our ‘Typical Client Profile’? If so, contact us today with your details and we’ll match you up with one of our highly-trained and experienced professional consultants.