Core Group

How much money did I make?
Where did the money go?
How much tax will I have to owe?

We practice proactive thinking, so all of our bundled services clients already have an estimate of what their tax return is going to look like for April 2017. A tax return is a historical representation of what has already happened. We talk and plan for that tax return during 2016 so that the tax return in 2017 is no surprise.