Tax Preparation

In 2014, we began adding tax preparation as a part of our holistic financial services offering, through a tax preparation firm we created, called Forum Tax Planning. Through Forum Tax Planning, we prepare tax returns for individuals, married couples, the self-employed, small businesses, and trusts and estates. We pride ourselves on low, fair pricing, as well as a streamlined digital platform.

Argosy Financial, Centaurus Financial, and Forum Tax Planning are all unaffiliated entities.