Services

Advanced Tax Services - Services

TAX SERVICES

PHILOSOPHY

Our tax services are designed to achieve the best possible outcome for your specific situation. We believe that you work hard for your money and that you should pay the lowest tax possible under existing law.

We are not a large national chain, nor do we want to be.  We excel and enjoy relationship building by providing personalized and customized tax services.  We ask a lot of questions about your job, life habits and spending in order to assess all possible deductions and credits.  That information is integrated into your return during a one-on-one appointment.

TAX SERVICES PROVIDED

Our primary service is the preparation and e-filing of personal and small business tax returns; both Federal and State.  If you qualify for the Minnesota Property Tax rebate or the Minnesota Renters Rebate, we will prepare and e-file those returns as well.

ADDITIONAL EXPERTISE

In addition we offer:

  • Home and small business budgeting and fiscal planning.
  • Personal & small business consulting and cash management strategies.
  • Over twenty years’ experience in tax advantaged philanthropic giving and estate planning strategies as well as consultation services on wills and various trusts types.*

 

*We do not offer legal advice or services.  You should consult with an attorney for legal
document preparation. 

Advanced Tax Services - Services