Tax Planning & Preparation

With CPA certified professionals, our tax department offers comprehensive services including planning, management and preparation. We honor our fiduciary responsibility and consider the taxable impact of every investment decision we make. Our seasoned tax professionals stand ready to guide you through the preparation process and make sure you receive the maximum deductions and credits to which you’re entitled. We'll take the time to consider your unique situation.

We consider the taxable impact of every number we input as we prepare returns during tax season. We’re also happy to review returns throughout the year and make optimization suggestions.

Because we’re a full service financial planning firm, we’re able to consider the taxable impact of your investment decisions before you make them for a more cost effective experience.

Winch Financial Tax Service offers:

Free electronic filing when we prepare your return
Experienced accountants
Reasonable rates
Prompt attention
A thorough tax review
Tax management of your accounts
Comprehensive tax planning services