A comprehensive financial planning strategy includes, among other topics specific to your life situation and goals: Retirement planning, College planning, Tax management, Estate management, Insurance, Risk management, Debt structure and Complex life issues including your family structure, such as taking care of aging parents now, or perhaps sooner than you expected to.

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.


Tax preparation is the process of preparing tax returns, often income tax returns, often for a person other than the taxpayer, and generally for compensation. Tax preparation may be done by the taxpayer with or without the help of tax preparation software and online services. Tax preparation may also be done by a licensed professional such as an attorney, certified public accountant or enrolled agent, or by an unlicensed tax preparation business. Because United States income tax laws are considered to be complicated, many taxpayers seek outside assistance with taxes. Over 60% in 2007 and the number is growing.

Accounting details the methods involved in making a financial record of business transactions and in the preparation of statements concerning the assets, liabilities, and operating results of a business or and individual.

Call Tom today for a free No Obligation consultation and meeting about your needs regarding Return Preparation, Tax Planning, Comprehensive Financial Planning & accounting needs for individuals and corporations.

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        Thomas Blake: CPA, CFP®