Retirement Taxes
For Those in or Near Retirement
About IRONTREE
IRONTREE combines a personal touch, sophisticated technology, tailored recommendations and charming personalities (Ok, now that's subjective)!
Discover practical strategies and expert guidance to improve your next tax filing. If you're in or near retirement, let IRONTREE customize a retirement tax plan to your specific situation - including your own sources of income, filing status, location and more!!
Meet your Tax Pro...
Nickolas Simoneau
Tax Advisor at IRONTREE
Advisors
IDEAL CLIENTS: Individuals in or near retirement who would like to maximize their retirement savings, minimize retirement taxes, and file taxes efficiently and accurately!
Ray Simpson
Business Tax Advisor at IRONTREE Advisors
IDEAL CLIENTS: Business owners (entities), real estate owners, Farmers, and self-employed individuals (schedule C)
SERVICES OFFERED:
ELECTRONIC FILING OF FEDERAL & STATE RETURNS
CLIENT PORTAL FOR STREAMLINED DOCUMENT SUBMISSION
MULTI-STATE FILING & COORDINATION
MID-YEAR TAX PROJECTION & W-4 ASSISTANCE
IN PERSON & ELECTRONIC MEETINGS
ELECTRONIC PAYMENT ASSISTANCE
DIRECT DEPOSIT OF REFUNDS
Gain insights into maximizing deductions and optimizing tax planning for individuals and businesses.
Key Strategies for Tax Season Success
Learn how to navigate tax season with confidence, address common challenges, and ensure accurate and timely tax filings.
IRS & State Tax NOTICE RESPONSE ASSISTANCE
PRICING IS SUBJECT TO COMPLEXITY - CONTACT US DIRECTLY FOR PERSONALIZED ESTIMATION OF COSTS