Tax Preparation and Planning

If you’re looking to maximize your tax efficiency or receive coordinated financial advice, we offer full tax preparation and planning services at Turning Point. Although we still love to coordinate  with outside accountants and specialists, sometimes providing  these services under one roof  adds efficiency. Business owners and entrepreneurs can access our additional services designed to help them build their company’s value and protect their investment so they will one day  receive the maximum return on their hard work . Whether it’s an individual tax return or business accounting and consulting services,  we will leverage  the skill of our full service professional team  on your behalf.

Our Taxes and Accounting Services:

  • Annual Tax Filings
  • Tax Planning & Reduction Strategies
  • Tax & Investment Coordination
  • Accounting Services for High Net Worth Individuals and Small Businesses
  • IRS Notices
  • IRS Audits
  • QuickBooks Training
  • Accounting Services
  • Business Valuation
  • CFO Outsourcing

Do You Have Doubts About Your Current Financial Future?

Will You Need to Delay Retirement?

Do You Live In Constant Financial Stress?

Are You Confused About Investments?

Will Your Future Fall Short of Your Dreams?