Keeping up with complex tax changes is a full-time job in itself. Deductions and credits, phase-outs and limits are among a few of the constantly moving targets in the tax world. In addition, tax laws can be interpreted different ways depending on the situation. Now more than ever, specialized tax planning is a critical component of every financial plan.

With this in mind, tax services are offered to our clients through our affiliated company, Smitson Erhart-Graves Tax Advisors. Tax services include individual, corporate, partnership and tax-exempt organizations.

Our personalized approach to tax planning and preparation allows our clients to know their tax situation is in sync with their overall financial plan. We interpret and apply our tax law knowledge so we can provide you and your business with beneficial tax planning and accurate preparation services, all with the goal to minimize your current and future tax liabilities.

Tax services are provided on an hourly-fee basis.