Tax Services

Purpose-Built Planning Leverages Tax Strategies.

Shaping Your Future

While you are taking inventory of your financial picture, make deliberate decisions to minimize your tax burden. Tax planning isn’t just about saving money in the short term – it’s about aligning your financial actions with your long-term goals while making the most of the tools available to you.

“You can rely on our team for competent advice and fast, accurate solutions to your tax and accounting needs.”

– Jon Dockery

Calculating Risk

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Your tax return will be checked and rechecked by our team to identify potential problems the IRS may flag for audit

Your tax return can be filed electronically with direct deposit so you will get a refund back quicker.

Our staff will show you how to adjust your payroll withholding to get more money back each paycheck. Why give the IRS an interest free loan for up to 16 months?

To assist with estimated tax payments and planning, we can help your project your income tax liability for the coming year.

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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.