Services
If you’re looking for a company that will focus on your individual needs, and always treat you like a client who matters, look no further. The Way Tax Preparation provides clients with excellent attention and stellar client service.
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Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I understand how the latest federal, state and local tax legislation and other developments affect you and I am constantly identifying ways to reduce federal, state or local tax liabilities.
Personal Financial Review
Performing annual financial reviews is an intentional, comprehensive effort that will help you understand your current financial state and develop insight into any changes or adjustments you may need to make. Financial reviews are critical in helping you understand where you currently are financially and how you can get to where you want to be. If you do them regularly now, your future self will thank you for the help in achieving financial success.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. (Travel notary services available in some areas. Call for details.)
Retirement Planning
Retirement planning is critical in these uncertain times. I can help you evaluate the available options. My focus is on helping you to make the choices that are most appropriate for your own financial situation.