Tax Preparation

Opportunities To Save

Here at FTE we pride ourselves on offering tax preparation from local experts who know how to maximize your refund and reduce your tax burden.  We have over 20 years of experience working with clients just like you.  We offer all of our clients access to our secure state-of-the-art client portal to access, review, e-sign, and upload all of your tax  documents.  At FTE we E-file all tax forms for faster processing and quicker refunds from all states.  Our team has the experience to handle from the simplest of returns to our most complicated.  Let our family at FTE take care of your family.  

Do you want faster processing of your return? Make an appointment,  then click on our client portal where you can securely upload your documents to our team! 

TAX PLANNING

We can help you explore your tax-saving opportunities and help to develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.

For business owners and executives, we also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth.

IN-DEPTH CONSULTING

Personal income taxes could well be one of your largest annual costs.   Most of the financial decisions you make will have an impact on your taxes, so having a solid strategy is all the more important.

Effective tax management is the cornerstone for managing your wealth and reducing your tax burden.  Book an appointment today to see how FTE can help!

COMPLIANCE AND REPORTING

We know that many business and personal taxes are intertwined.  That is why our professionals offer the integration of both services to help further drive efficiencies. Our comprehensive range of services includes:

  • Tax compliance
  • Tax planning for owner-manager remuneration
  • Family tax minimization
  • Retirement planning
  • Asset protection