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Not sure where to start? Or what you can afford to pay for college? Our College Reality Check provides the background information and guidance needed to smartly navigate planning and paying for college.
Kids in college make tax preparation more complex. We specialize in preparing tax returns for college-age families, which means one less thing for you to stress over.
Often clients tell me that college snuck up on them. Unfortunately, many parents are letting their retirement sneak up on them as well. We work to avoid making that same mistake twice!
Need a follow up meeting meeting to discuss a college, tax, or other financial issue?
Need a time for a brief telephone or Zoom conversation or ask a question?