Our Tax Advantage

Another tremendous advantage of having your income tax returns prepared by our CPA firm affiliate is the automatic timing of our meetings.

One of the most frequent complaints we hear from new clients is that their former advisor ignored them and did not meet with them regularly. As your tax preparer, our affiliated CPA firm meets with clients every spring to prepare your returns and then again late in the year for year-end tax planning. Our advisors utilize these meeting to update and monitor your plan and review the performance of your portfolio holdings.

This schedule is really quite automatic and results in much better communication, a greater degree of satisfaction and the feeling of control for our clients. Of course, if you desire more frequent meetings and communication, we will gladly oblige.

Tax services provided through our related business entity, Goodsell & Company Inc., CPAs,  Click here for more information: www.goodsellcpa.com