We provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.
As an Investment Adviser Representative of HD Vest Investment Services(SM), Richard works to integrate clients’ investment objectives with their personal concerns and aspirations. No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Richard will work with you to create an action plan that addresses these issues as you see fit.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.