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Tax Prep

Welcome to our Do-It-Yourself Tax Preparation Software Site


We are an advisory firm offering comprehensive services to the active adult and senior community. Our goal is to provide you with professional tax and financial advice leading you to the appropriate products and services so that you can just focus on the true enjoyment of retirement.

We do State and Federal Tax Returns Preparation for $100 for our clients. If you have a business, rental income, etc., the fee could be larger.

Always feel free to call us directly if you have any questions or to make an appointment to meet with us in our office.

We’re looking forward to using our knowledge to help you pursue your financial goals.

Contact us today for more information.