Tax Services

The primary objective of our tax team is to minimize your overall tax burden whenever and wherever possible. In order to achieve this goal, our tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with you throughout the year. We are committed to continually updating our expertise to ensure that we have the tools necessary to help you utilize the tax law to your best advantage.

The tax services we offer include not only the preparation of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, retirement options, gift planning, and other similar services. We also have experience in providing assistance and advice in negotiations with taxing authorities.

In addition, we provide the following services:

Estate planning

Retirement distribution planning

Tax-free exchanges

Client Center

- Individual Clients
- Business Clients
- Client Employee

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Equifax Data Breach

Kathie Gedde & Brenda Bartlett

September 11, 2017

You may have heard about a massive data breach at Equifax, one of the nation’s three main credit reporting agencies.  Approximately 143 million people may be...


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