Tax Preparation

SERVING CLIENTS SINCE 1988

The piece of your financial puzzle called "taxes" permeates every area of your financial life.

All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction.

All of our Tax preparers are EA licensed or in the process of obtaining their credentials.

An enrolled agent or EA is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards.

Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

FILING YOUR TAX RETURN

We utilized all the tax reduction strategies available to help you pay the lowest allowable tax.

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PLANNING FOR FUTURE TAXES

Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income?

We can estimate tax liability for a future year to help you prepare.

ESTATE AND TRUST TAXES

Will you be affected by estate taxes? Are you leaving a legacy through a trust? Are you going through Probate? We can help you find ways to reduce taxes and file the tax returns for you.

To learn more about the professional history of our financial advisors, please visit FINRA's BrokerCheck.

Services offered only where licensed to do business. Currently licensed in AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Securities and Advisory Services offered through Harbour Investments, Inc., Member FINRA & SIPC Mennenga Tax and Financial and Harbour Investments, Inc. are not affiliated entities. Harbour Investments, Inc. does not offer tax or legal advice.