Tax Planning

Tax Process


Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Here’s the service you can expect from our expert tax preparers:

  • Your tax return will be checked and rechecked by our seasoned staff and computer software will identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back quicker.
  • Why give the government an interest free loan for up to 16 months! Our team will show you how to adjust your payroll withholding to get more money back each week.
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

For the year 2020, the current cost of your 2019 tax return is $160.*

Call us today at (609) 489-5200 to schedule your appointment!  

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*Price includes Federal & State. Certain restrictions may apply. All financial clients receive a $50 coupon during normal tax season appointment times.

For the full price list for 2020, click here.