Tax Planning & Preparation

We provide tax planning and tax return preparation for our financial planning and investment management clients, including individual (Form 1040) & small business (Schedule C) returns. We do NOT prepare S-Corporation or partnership returns.  All investment advice is made with an eye toward reallocating assets so that they potentially minimize or eliminate taxes.

Should you ever be audited or have any other inquiries by the IRS on a return we prepared, we stand behind you. While we cannot represent you in front of the IRS, we help prepare a formal written response to any inquiries, and stand ready to attend IRS hearings with you. This service is billed separately on an hourly basis.

Please Note: Cambridge does not provide tax advice.

Helping Clients Make Smart Financial Decisions During Life's Transitions

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