Private Client Tax Services

Financial Planning for the Future and Beyond

What We Offer

Tax Preparation

 

Let us complete your 1040 filing with all it's components with a simple, stress-free process

Audit Protection and Notice Evaluation

 

We are here to help if the IRS have any questions. We provide walk-thru assistance as well as response preparation. 

Financial Planning 

 

Unsure about the future and if your goals are aligned with your financial needs? We can help create a plan that works!

We focus on your tax needs, so you can focus on growth.

Specializing in Crew Deductions

 

A lot has changed with the Tax Cuts and Job Act. With new tax reform, you don't want to be filing without knowing what is still allowed and what is not. Proper deductions make a huge difference with your return. Don't find yourself having pesky audits for using the wrong services. Find out what can be properly deducted and what can't.

Ready and Waiting to Assist with your Tax Needs

 

Currently accepting new clients for the 2021-2022 Tax Season. All Flight Attendants and Pilots accepted. Prospects with other means of employment, feel free to inquire.

 

Currently not filing any business tax forms. Will provide all 1040 services including Schedules(A,B,C,D, and E)

 

Easy and Simple Filing with Integrated Client Portal

 

With the newest and most client-friendly software, we create an unbeatable service. File 100% remotely while still receiving the full value of a tax specialist.

Customized interfaces that will allow you to see new task to complete and the status of the return's preparation.