Imagine Your Taxes Simplified
Proactive tax planning to help you pay less and accomplish more
Tax Planning
More can be done to lower your tax bill by proactively putting together a solid tax plan rather than attempting to fix things on April 15th. We have a CERTIFIED FINANCIAL PLANNER™ on staff who specializes in putting together a tax plan that fits the individual needs of you or your business.
Technology Focused
Meet with our tax preparers virtually and share your tax documents electronically via our secure web portal. Take a picture of your W2 and tax forms using our app. Your final tax returns are signed electronically and then stored in our secure vault for future access. No need to dig through your file cabinet to find those tax documents again.
Unmatched Service
You want to work with someone you trust and who is on your side. Our approach begins with listening to what your needs are and then putting together a tax plan that fits your lifestyle. We are proactive, rather than reactive which saves you time and money. Our differentiator is our high level of service. Our brand.
A Team You Can Trust
Client Focused. Technology Efficient. Comprehensive Team.
I've been doing my taxes on my own for 6 years as a self-employed sub contractor. Something always told me I was probably over-paying because of the murky waters of the tax code. I handed EVERYTHING to Jared this past year and he was able to efficiently save me thousands of dollars. His thoroughness was awesome, but most importantly I knew I was dealing with a man of high integrity. I wouldn't consider using anyone else to do my taxes.
A. Lemke
SELF EMPLOYED BUSINESS OWNER
Jared McBride is the cat's meow of financial advisors and tax consultants. I have worked with a couple of financial advisors and what I found is that before long, they're "selling" me on putting my money somewhere that wasn't beneficial for me. Likewise, I've worked with CPAs that weren't proactive with tax strategies, wouldn't be responsive, and didn't stay up to date on information. Jared is the exact opposite - he is a true expert focused on doing what is right by the client, he stays on top of your goals, taxes and finances, and he wrangles me when I need to be focused to actualize savings or grow my wealth. Jared is top notch and a pleasure to work with! Big fan! 10/10 stars (if they'd let me).
T. Kerr
Areas of Expertise
Individual Taxes
We prepare simple to complex tax returns for individuals and families. Specialties include high income earners, investors, and general contractors/self-employed.
Business Taxes
Leave your professional tax preparation to us. Entities include sole proprietors, LLCs, S-Corps, C-Corps, and Partnerships.
Estate & Trust
Managing a trust or estate does not need to be complicated for trustees and executors. We assist with estate and trust consulting and return preparation for fiduciaries.