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Objective Investment Advice...Helping You Make Better Investment Decisions


Tax Advice

Skillful Tax Preparation and Planning...Helping You Minimize Your Tax Bill You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them.

Do you want to reduce your tax burden? Do you want to increase your assets? I can help!

Linda specializes in personal income tax preparation and planning and will identify the tax-saving approaches that apply to your situation.  She works with you throughout the year, not just when it’s time to prepare your return.

If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals. As personal income tax specialists, we will help you aggressively pursue every deduction you are lawfully entitled to.

Would you worry less if you had more money to save toward your goals?

Discover how much more money you could be keeping for yourself and your future.   Find out if you can save on your taxes. 

Linda is a member of the Alliance of Comprehensive Planners, a national fee-only financial group which is the community of financial advisors focused on tax advice.   We strongly believe that taxes are critical in a sucessful financial planning process.