For Individuals
It is never too late to start planning your future!
We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.
Financial Services for Individuals
If you feel your Financial Planning ideas don’t fit into any one of those categories, not to worry. Contact us and explain your situation. We’d love to set up an appointment to see how we can best meet your needs and help you start planning for the future.
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College Financial Planning
Elder Care Financial Care
Estate Planning Done Right
How You’re Missing Legal Tax Deductions
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
What People are Saying
I was referred to Craig by a friend and am so happy we used his services. His office was very professional and Craig was very easy to talk to. He gave us fantastic advice and helped us received quite possibly the best tax return ever. We will absolutely use Craig’s services in the future for other business needs.
His office was very professional
Leadership and Empowerment for Business Owners: A Story
Let me begin by noting, if you were looking to file for the Employee Retention Credit this year, heads up that the IRS isn't processing any new claims through the end of the year. This is an effort to keep you out of hot water if you shouldn't be claiming...