Individual Services

Individual Tax Planning & Preparation

As with businesses, it is very important to address your individual tax situation throughout the year. Nobody wants a surprise tax bill, but with open communication and planning with your CPA, you can reduce the risk of a surprise occurring! After we gain an understanding of your personal tax and financial situation, we will prepare your individual tax return.

Tax Returns

Tax return preparation is available for businesses, individuals, multi-state, non-Profits, trusts and estates.