Tax Preparation

Jack Short, Certified Financial Planner™, Enrolled Agent, has been preparing personal and small business tax returns for over 25 years. Jack prides himself in offering full service Financial Planning & Tax Preparation Services.

If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further.  We are dedicated in offering a range of professional services and promise to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

We can professionally prepare your return. 

Why hire a tax professional? 

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your small business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

We also provide IRS Representation.

An IRS audit can be an intimidating and complex process. If you face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Call or email today to set up an appointment for your tax preparation needs!