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
  • We have a secure portal that you can upload information to us for taxes, call and we can setup a user ID for you!   
  • If you already have a user setup, the website is   

Tax Audit Assistance and Representation

Nanny Taxes and W2 Preparation

  • Apply for EIN, EFTPS, Iowa Withholding and Iowa Unemployment
  • Calculate and pay wages 
  • File all payroll taxes as needed 
  • Provide information for tax preparer to include the nanny payments and tax payments on the 1040 return
  • Provide copy of W2 for nanny and efile with federal and state governments
  • See more details under the Resources tab at the bottom of the page

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