True Blue Tax

For years our Investment clients have asked us to help simplify their financial life, to streamline the coordination and communication between their advisor and tax preparer, and to give them one convenient location for all their financial needs. We listened. In 2015 we began offering individual tax preparation services under the name True Blue Tax. From simple to complex, we've got you covered! Our Certified Public Accountant (CPA), Rick Martin and our Registered Tax Preparer, Audrey Ackerson, have the knowledge and experience you need to assist you with: IRS Form 1040- US Individual Income tax return and the corresponding state form Resident and non-resident returns Tax Planning Electronic filing with electronic signature