Taxes

Both Alan and Keith are Enrolled Agents, before the Internal Revenue Service. This means we have proven a level of professionalism which allows us to represent our clients before the IRS, just like a CPA or Tax Attorney.

Tax management can be a very important part of your retirement planning. When Alan had his Saturday morning radio show, he often comminted, “ I can not control the markets, but I have some control over how much you pay in taxes.” Each year, Alan will review your upcoming income needs, and work up a distribution plan which will minimize your tax hit. This technique can add years to your potential retirement income stream.

Alan and Keith focus on individual, trust and small businesses. If there are areas which we do not feel like we are the best for the job, we do have other tax professionals who do focus on other areas of the code.