Our Services PDF Print

For Financial Professionals

Trusted Advisors Consulting specializes in working with financial professionals, providing expert tax advice to them and their clients. We have comprehensive financial planning experience, but specialize in tax planning and compliance. We do not provide financial, investment or insurance product advice. This means you’ll get the information you need in a format you can use that considers, but does not compete with, the other factors in your clients’ financial picture.

Services include:

• Tax planning as part of your comprehensive financial plan
• Year-end tax planning
• Research tax issues
• Tax return preparation

For Individuals and Small Businesses

Trusted Advisors Consulting also specializes in the tax issues important to individuals and small businesses. We take time to understand your complete financial picture in order to give you the right tax guidance.

Services include:

• Tax Planning
• Research tax issues
• Tax return preparation
• Tax notice and tax audit representation