Customize Your Tax Strategy

Custom Tax Solutions is owned by Mike Windle, RICP^®, and James (JJ) Sovinsky, CPA^®. Our firm’s mission is to take a proactive — not reactive — approach to your tax situation, keeping you informed throughout the year while we still can affect your tax bill. We focus on working with financial advisors to not only prepare your taxes professionally, accurately and on time during tax season, but to also work with you during the year to make sure we are actively making decisions to ensure you pay the lowest amount of taxes legally required.

Custom Tax Solutions specializes in working with your investment income, small business income, retirement income, Social Security and other sources of income from both after-tax and qualified accounts. We take into account Required Minimum Distribution Medicare premiums, Social Security thresholds and other factors you face in retirement, developing a comprehensive plan to deliver your money as tax efficiently as possible.