01

TAX PREPARATION

Whether your tax return is simple or more complex, Precision Taxes will prepare your return, maximizing your tax savings and will have it electronically filed.

02

INCOME TAX PLANNING

In order to maximize your refund, tax planning should be conducted throughout the year and not just at tax season. By managing your taxes, we can reduce your taxable liability and help you to pay the least amount in taxes.

03

PERSONAL FINANCE REVIEW

In order to manage your personal finances and gain financial success, it is essential to conduct a review of your financial portfolio each year. By doing so, we can help create a comprehensive plan for all your needs such as:

• College Planning

• Wealth Management

• Estate Planning

• Elder-Care Planning

• Annuities Insurance Coverage (Whole, Term & Universal Life; Disability, Long-Term Care)

04

RETIREMENT PLANS

Precision Taxes can guide you to maximize your retirement needs. Whether you are just starting out or are nearing retirement age, we can help you make the best choices for your future.

• 401K Plans : Traditional, Roth, and SEP IRA’s

• Employee Benefit Plans

• Deferred Compensation Plans