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Tax Planning



As the tax laws change every year, it can be difficult to know whether you have looked at all the deductions and credits that are entitled to you. Simple tax softwares just don't work anymore, especially when it comes to retirement and taxes. At McLean Advisory Group, we strive to provide accuracy and high level customer service for our clients. At our firm, you'll speak with a tax professional directly and make sure you are getting the most out of your tax return.

What you'll expect:

  • All tax returns we receive are entered into our tax software, reviewed by our seasoned accountants and rechecked for accuracy.
  • You will speak with one of our staff members directly to have a detailed discussion regarding withholdings, potential deductions and future tax saving opportunities.
  • Your tax return can now be signed and filed electronically without ever leaving your house!

For the year 2021, the current cost of your 2020 tax return is $160.*

Click below to schedule your appointment or call us at (609) 489-5200


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*Price includes Federal & State for first hour. Additional time or forms may incur a charge.

For the full price list for 2021, click here.