Is your current tax adviser contacting you before the end of the year to discuss year end-charitable donations or ways to eliminate the annual taxes on your mutual fund or stock portfolio?

Or to discuss tax loss harvesting for your investment portfolio?

Or is your CPA giving you advice on how to eliminate capital gains taxes on your non-IRA mutual funds?

If not, then contact us for a free quote.  We specialize in being proactive to help reduce taxes for you and your family.    And for a limited time, we are currently offering new customers $25 off tax preparation fees!