Part of the Family.
You work hard, and don’t want to spend your leisure time figuring out finances and filing taxes.
Our tax experts work with you at tax filing time – and throughout the year – to make sure you’re getting the appropriate counsel to minimize tax payments while putting yourself and your family on the best possible financial footing.
Count on us for experienced short- and long-term planning and guidance, along with the personal attention for which Barsz Gowie Amon & Fultz is known.
Services for individuals and families include:
- Tax planning and advice
- Tax return preparation and filing (including e-file)
- Guidance on educational tax credits (e.g., AOTC) and forms (e.g., 1098-T)
- Financial planning
- Estate and retirement planning