Individual Services

It is our goal to see that you pay no more tax than the law requires.  We prepare many returns every year and know what to look for when your return is prepared.  We are available all year for questions and planning.  Tax law is complicated and ever changing.  Likewise, an individual’s financial situation also changes and different rules may be applicable from one year to the next.  We will review three previous tax returns for a new client without charge.  Call us for a no-charge initial conference or to schedule a tax preparation appointment.

 

Income Tax Preparation

  • Federal and all states

 

Tax Audit Assistance and Representation

 

Income Tax Planning

  • Filing status
  • Dependent issues
  • Self-employed business owners
  • IRA/Retirement contributions/withdraws
  • Employment for family members
  • Capital gains/losses/installment sales
  • Rental properties
  • Estimate tax payment timing
  • Education funding/deductions/credits
  • Shifting/deferring income