Our Services

Precision Tax Service not only prepares yearly tax returns, but we actually analyze your financial situation to ensure that all elements work together to allow you and/or your business to pay the lowest taxes possible. Tax planning should be an essential part of an individual investor's financial planning, which will allow the reduction of tax liability and maximize the ability for you to contribute into growing your company, your children’s college funds, and retirement.

Retirement Planning

Whether you’re freshly graduated and starting your first job, are a new and growing business, or just a few years out from retiring, give us a call to see how we can help start a comprehensive retirement plan that can grow and change with you and your needs. If you already have a retirement plan, let’s review your current plan to make sure that it is adequate to meet your needs. Also, can your current retirement plan withstand future volatility? Let us do a “stress test” on your current plan to make sure the funds you expect to have during your retirement years will be there.

Financial Planning is a comprehensive analysis of your needs today, near future, and long term dreams/goals for your future. We create a plan that is tailor-made just for you. Working together, we review your goals, write a multi-page plan, and monitor the results making changes when needed. That is Financial Planning.

College Funding

For most parents looking for a way to save for their child’s college education, a 529 college savings plan is a wise choice. That’s because the money you invest in one of these accounts grows tax-free if you use the funds toward eligible education expenses. There is also Education Savings Accounts (ESAs), also known as Coverdell accounts, which are another tax-advantaged education savings option. Beyond that, there are other options that may be an even better fit for you and your family. such as retirement accounts, life insurance, and more. Give us a call and we can review all the options that will work for you.

What exactly is Estate Planning? Estate Planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. We can help you.