Tax Preparation Made Simple
Professional tax preparation for individuals, families, and retirees. Work with an experienced CPA in Rochester, NY, or conveniently from anywhere in the country.
WHAT WE DO
Individual Tax Preparation Made Simple
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Federal and state tax return preparation for individuals and families. We focus on accuracy, maximizing applicable deductions and credits, and making the filing process hassle-free.
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Retirement Tax Preparation
Tax preparation for retirees and those approaching retirement, including Social Security, pensions, IRA distributions, and investment income.
OUR PROCESS
A Simple, 3-Step Tax Process
Tax preparation doesn't have to be complicated. Whether you prefer to work with us online or in person, we make filling your taxes simple, secure and convenient.
MEET OUR FOUNDER
Trevor Smith, CPA, is the founder of Aligned Tax Advisors, where he focuses on providing straightforward, reliable tax preparation services for individuals, families, and retirees.
Trevor is also the founder of Aligned Retirement Planners, a financial planning and investment advisory firm specializing in retirement planning, investment management, and tax-efficient financial strategies. His experience across both fields provides a broader perspective on how taxes fit into an individual's overall financial picture.
Based in Rochester, New York, Trevor and his team serve clients locally and across the country, offering personalized service and a convenient, secure tax preparation process.
TESTIMONIALS
