Services

We work closely with your Three Cord True Wealth Management advisor to ensure we are providing you the highest level of tax planning and tax preparation services. This "synergy" allows our professionals to take a holistic approach to both your wealth management and tax planning and preparation. 

Our tax compliance services include:

- Year-end tax planning and advice

-  Federal, state and local income tax preparation

-  Quarterly estimated tax calculations

-  "Second Look" tax return review

-  Taxpayer correspondence services