Because for most people your tax withholdings are set wrong so not enough is being taken from your income to cover taxes. Politicians brag that you'll pay less taxes if you elect them. That may be true. But without them actually adjusting the tax code, you simply pay less DURING the YEAR and OWE MORE when your taxes are filed!

Remember, the Federal government WROTE the W4 Form and their objective is to NOT pay you a refund. So if you follow those instructions, you will most likely OWE. Withholding is done at a FIXED percentage...your total income is taxed at a progressive rate that goes UP.

Also, the point is to NOT get a big refund. If you do you have in many cases loaned your money to the government for a year interest free. True tax planning means getting as close to break even as possible so you maximize your money.

Yes our role is to find you tax deductions and we do. The hidden truth is that the BIGGEST deductions you'll find are during the calendar year that finished before you ever scheduled your tax filing appointment.

That's why we have a year around tax advisory service. Ace Advisors.

Typically, you'll need your previous year's tax return, W-2s, and any 1099 forms. However, we'll provide a full list when you book your consultation.

Your privacy is our top priority. We use advanced security protocols to protect your information and ensure secure data exchanges.

Absolutely! We offer nationwide virtual appointments, allowing you to meet with us from the comfort of your home. We were original Zoom user number 458 or so in the world.

We appreciate referrals! When you refer someone, you can receive a $50 Zelle bonus on completed work. It's our way of saying thank you!