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Individual Tax Preparation

Your Source for Trusted Personal Accounting and Tax Preparation

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take. We will work with you to prepare complete and accurate returns that are electronically filed. 

Here's what else we do for you:

  • Calculate estimated taxes for self-employed small business owners or retired individuals
  • Develop tax planning strategies that reflect individual financial goals
  • Assistance with electronic tax payments to safely send payments to federal and state agencies
  • File extensions as needed and calculate the appropriate amount of estimated tax payment to avoid late filing fees

Contact us today for your fee "get-acquainted" meeting.

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