Creating customized financial solutions tailored to your goals
Our holistic approach to wealth management integrates the information we glean from managing your taxes with your long-term financial goals to help you attain your desired lifestyle.
From ensuring your paperwork is filed accurately to helping you maximize your deductions, our team of professionals will assist you from start to finish when managing your taxes.
For more than thirty years, Steve has used his experience and expertise in the tax and financial services areas to assist clients throughout the world. Steve is a sought-after commentator for numerous publications, including the Wall Street Journal, The New York Times, MONEY, Kiplinger’s Personal Finance, and more.
You are probably aware that you can file for an extension if you cannot complete your income tax return by the filing deadline. However, you probably aren't aware of everything involved in filing an extension.
In my three plus decades in tax practice, the most common complaint I have heard about our tax code is that it is too complicated. A complaint with which I agree. Another complaint that I have frequently heard is that the lobbyists are in control of our tax code. Again, I concur.
I have always thought that our government's tax policy should be driven by its positive impact on economic growth and that it should not be used for social engineering. If tax policy successfully increases economic growth, economic opportunity increases. Economic opportunity is the best way for individuals to progress from one socioeconomic status to the next.
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