Tax Planning : Simplified

Clear Communication

Work with a tax professional who is responsive, follows thru on promised deadlines, and provides information in a easy to understand manner. You will not be handed off to a junior employee. 

Proactive Planning

Multiple meetings per year will allow you to plan for, and optimize your tax plan. 

Tailored Solutions

Personalized recommendations that help you minimize tax liability, maximize deductions, and achieve optimal results. 

Who do we work with?

We work with successful individuals and small business owners. 


To ensure that we would be a good fit to work together here are some common traits I feel will lead us to being good business partners: 


  • Courteous & Friendly
  • Honest & Ethical
  • Prompt & Attentive
  • Value the services a tax professional adds to your financial plan


If you feel you fit the description listed above, please fill out the contact form listed below and Andrew will be in touch to set an introductory call.  

Services

Tax Return Preparation

For Individuals and Businesses


Includes: 

  • Prior return analysis and review: looking at your tax picture using simple to understand graphs and charts. Not a complex tax return.
  • Mid year strategy meeting: review and discuss your income and life changes. Advice and recommendations will be made as needed for optimal results.  
  • Tax preparation and filing


Individual returns starting at $500


Business returns starting at $2500

Business Bookkeeping & Accounting

New Client consultation required to determine scope of services and pricing.

Hi, I'm Andrew Cecil, CFP®, EA

I launched Cecil Tax Planning because I was frustrated watching my valued clients receive minimal guidance, delayed responses, and -increasingly- being dropped by their CPAs. 


My mission is straight forward: Reduce taxes, maximize income, and invest smarter. 


I am deeply passionate about personal finance, wealth management and financial strategy. With more than a decade of financial services experience I am also the founder and owner of Cecil Wealth, a Registered Investment Advisory firm. 


The reason I work hard to is to enjoy spending time with my wife Ashley, and sons Lou & Tyler. When I am not working I love to watch my kids compete in sports, workout, golf and grill. My ideal day is bouncing back and forth from a white sand beach to the pool.  

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS. 


EAs are considered America's tax experts, specializing in tax preparation, planning, and representation for audits, collections, and appeals


Key Facts About Enrolled Agents:

  • Unlimited Representation Rights: Unlike regular tax preparers, EAs are authorized to represent  any tax payer before the IRS on any tax issue including audits, payment arrangements, and appeals.
  • Federal Licensing: EAs earn their credential directly from the IRS by passing a comprehensive three-part exam (Special Enrollment Examination) covering individual and business tax returns, or via experience as a former IRS employee.
  • Strict Standards: EAs must pass a background check, adhere to ethical standards , and complete 72 hours of continuing education every three years.

Get in touch.

Please provide a brief description of the services you are interested in learning more about and we will be in touch.

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