Each person's tax situation is different. We work closely with you to tailor a plan just for you. During your free consultation, we would spend time to discuss your personal and financial goals as well as answering the tax questions you may have. Here is a list of common topics for discussion.

• Determining correct filing status
• Various Deductions and Credits
• IRA vs. 401K and Retirement Planning
• Business Income and Deductions
• Interests and Dividends Income
• Additional Net Investment Income Tax and Medicare Tax
• Selling and Buying of a home
• Pension, Annuity Income, Long Term Care
• Educational Tax Credit
• Dependent Care Benefits
• Flexible Spending Arrangements or Healthcare Saving Accounts (HSAs)
• Family Asset Management