1847 Iron Point Rd.

Suite 180
Folsom, CA 95630

(916) 850-0245


Mon - Fri: 9:00 - 5:00


Personal Taxes

Preparing your own income tax return can be a task that leaves you with more questions
than answers. According to a study released by the US Government’s General
Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited
from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively
simple return can be confusing. The Tax Cuts and Jobs Act was actually designed to
make tax preparation easier, but instead created confusions with the new presentation
and laws. It is 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.

We use a premiere tax software to prepare your return, but our team is extremely knowledgeable in tax law and does not rely on a software program to make sure your return is done right.

We help you:

    • Maximize your tax position so you keep more of what you make.
    • Reduce taxes on your estate so your family keeps more of what you’ve made.
    • Understand taxes on your gifts so you can give more with assurance.
    • Reduce taxes on your investments so you can grow your wealth faster.
    • Reduce taxes on your retirement distributions so you can retire in style.

We look for ways to improve your current year tax situation, but more importantly we
help you plan for the future. We take an educational approach to taxes and teach some
of the most complex concepts to our clients in everyday language. If you don’t
understand it, ask questions!

Your tax return can be filed electronically so you will get a refund back quicker.

Our staff will show you how to adjust your payroll withholding so that you don’t owe too
much at the end of the year or get a large refund (give an interest-free loan to the
government for up to 16 months).




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