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Redefining what it means to give back

We focus not only on financial returns,
but also a social and environmental returns. 

Tax Preparation is more than number crunching.

Tax preparation is generally part of our Family Office Services, but we also offer it as a stand-alone engagement.  

This is a good option for those who's tax situation has become more complex than previous years, are looking for a deeper examination and advice related to their situation, or desire to work with an impact focused firm that concentrates on more than just lowering your tax bill.  

We work on an hourly basis for this service.  Please see the Fee-Only Pricing page for details.

Use the link below to schedule an Exploration Meeting.

Explore Partnership