Tax Preparation Services

More than just tax preparation

Integrating tax preparation with investment management and estate, tax, and financial planning.

Gerald Asplund is an IRS registered tax preparer. He combines his experience as a Certified Financial Planner and business owner to provide exception tax consulting and planning.

  • Individual Tax Returns - Form 1040 series return with all schedules.

  • Deduction Finder - thorough exercise to look for tax deductions.

  • E-File

  • Estate Planning and Wealth Transfer - tax consulting also include a conversation regarding impacting charity or the next generation.

  • One Phone Number - we offer one phone number for your financial planning, investment management, and tax planning needs.

LPL1-88888888