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T a x  P r e p a r a t i o n  &  P l a n n i n g

Individual tax returns can be confusing. However, our one-on-one tax return interview helps simplify the process. During the session, you’ll get to ask specific questions about your personal tax returns, receive personalized advice

regarding your taxes, and much more.

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Tax Preparation & Planning

We offer our clients a wide variety of tax services to complement our accounting and advisory offerings. We take a customized approach to each clients’ tax plan to account for your unique situation and requirements.

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Dolence & Means Advisors is creative yet conservative in tax preparation, planning and strategy. Our goal is to find and implement thorough tax strategies that defer your tax liabilities and benefit your business in ways that other tax services might miss. And as with everything we do, we stay current from changes in tax laws to new compliance regulations. Our accounting firm delivers up-to-date, informed tax services, ensuring you’re doing all you can to minimize both your taxes and your liabilities.

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Dolence & Means Advisors knows taxes can be confusing​

  • Tax preparation

    • All federal and state forms

    • Electronic filing

    • Secure electronic access to client records

  • Advice and billing

    • Estimate payment reminders

    • Annual tax plan

    • Quarterly billing

  • Support

    • 72 hours or less email support response time

    • Phone consultation - Up to 30 minutes per year

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