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Our Services

While we take an integrated approach to your finances, we've divided our services into two broad categories, tax issues and financial services, to better communicate what we can offer.

Tax Issues

We are here to serve you in tax planning, tax reporting (income tax returns), and to handle any tax challenges (representation for audits). We prepare the following types of income tax returns:

  • Individuals
  • Trusts
  • Estates
  • Partnerships
  • LLCs
  • Corporations

Most returns are not prepared “while you wait” as we desire to take the extra time to review your return and ensure that it is correct. Our fee for tax return preparation includes limited off-season tax planning or consultation.

Tax audits can include correspondence audits, examinations at government offices, or a field audit at your place of business. The results of audits are a function of the facts and circumstances of the situation and how those are presented. It is important to carefully position those facts with the applicable sections of the tax code. We are trained to prepare your case accordingly.

Financial Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management*
  • College savings
  • Retirement strategies
  • Estate conservation
  • Insurance (life, disability, long-term care, and health) and annuity products

*These services are offered by Richard Ogg through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM.