Prepping for Tax Time? ASK a Professional.

 Do you get nervous and sweaty preparing to see your Accountant at "tax time"? Wait.. do you have an Accountant? Do you need one? Don't tell yourself you can't afford to.. can you afford NOT to? It may cost you less and gain you more than you think.

Financial Advisor. Means you need to have tons of money to invest. Um, nope. Every little bit helps and did you know those little bits add up not only to pad your future savings BUT they can also give you a break at tax time?

Just for fun, and because we are in real estate, why not add a real estate Lawyer to round out the conversation? You can talk about anything real estate-y you like: estate tax, capital gains, land transfer tax, whatever. 

We've been through everything you are experiencing with doing it on your own (bad idea for us), going to big box filers and have finally (Yay!) landed an amazing team of professionals. 

No matter your income level, you deserve to keep as much of your hard earned money as you can. Come join us for an informal Q and A with local pros we trust. Plus, treats :)