TAX CONSULTING

 
At Spirit Financial, we believe that tax planning should be a priority; when it comes to financial planning. An assessment of tax consequences surrounding a financial decision, so whether it be personal or business, is essential to a successful overall financial plan.

We pride ourselves on attention to detail and customer communication.  Our clients also deserve to understand what's happening with their income tax situation.

In addition, we work with our clients to help them prepare for the upcoming year because we understand what is important to document for common  deduction and credits, as well as how any additions or changes
to the tax laws that will affect them.

From simple to complicated returns, we research, apply and prepare all client returns with the upmost in due diligence.  Our clients receive the largest possible refund and/or least amount of tax liability the law will allow.

Whether you owe IRS money and are fearful with unfiled returns or if you are expecting a large refund. Our goal is to make the tax preparation experience the simplest and most hassle-free that a client could ever have.

How to plan for a totally income tax free retirement?  You know, it's been said that the only two certainties 
in life are death and taxes.  So, what's the best strategy for preserving retirement savings and avoiding taxes 
on its future growth?  Obviously, we can't help you avoid physical death; I can help you avoid paying taxes 
on retirement savings.  Many people made the decision to accumulate for their retirement years by depositing into pre-tax programs such as IRA's, 401K's, SEP's, TSA's, 403b's, etc.  Read More
 

 INSURANCE SERVICES  

Let our experts help you with life insurance options, wills and trust education and implementation.  We help you understand tax laws and requirements involved to help protect your finances and assets; plus, ensure 
your loved ones are beneficiaries; not the government.