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Tax Preparation Is Harvesting the Fruits of Tax Planning


Tax preparation is only provided for our Wealth Management clients.

At Mallard, we have found that truly comprehensive planning cannot be done without integrating taxes. The income tax bill is the largest recurring expense our clients face. A major focus of our meetings is the reduction of our clients' tax burden, but tax-planning is useless unless the tax-planning advice is implemented and the tax savings are realized on the tax returns. This is why we think in-house tax preparation is so important. Our knowledge of our clients' income, investments, and personal situation puts us in an ideal position to find savings and avoid mistakes when preparing the tax returns.

At tax time with a tax preparer, you wait for uncertain news. With Mallard, you know what to expect. It is an exciting time - a time to harvest the fruits of tax planning done during the year!


We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


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