Tax Preparation

Incline Wealth Advisors offers individual tax preparation services in addition to financial planning and investment management services offered.

Clients seeking tax preparation services will be asked to provide all information necessary for the timely completion of a return, including prior year tax return information.

If a client’s tax situation falls outside of the scope of service offered, we may provide contact information for accountants or attorneys who specialize in this area if requested. We will participate in meetings or phone calls between you and your tax professional with your approval.