Personal Tax Return Preparation
We prepare tax returns for individuals.
Many of our clients are business owners, some are families, other executives, or retirees. We utilize the highest quality and secure software and technology, providing our clients with ease and convenience with full electronic filing. We assist in all phases of tax planning.
Whether you are retiring soon, buying, or selling an investment, getting married or divorced – these are all tax events that require strategic planning. Tax laws affect daily life and we will guide you through the process. If you are preparing your own taxes, you may have missed available deductions. Together we can review old returns and make sure you are taking advantage of all tax opportunities.
Many of our clients are business owners, however many are families and executives and retirees. We utilize the highest quality software and technology, provide full electronic filing, and assist in all phases of tax planning. Retiring soon? Sold an investment? Got married? Got divorced? Bought a house? These are all circumstances that require planning.
All planning is an opportunity to keep more of the money you make. Tax laws are changing almost daily. You need a professional to guide you through the process. If you are now doing your own taxes you probably are paying too much. We can amend older returns that were incorrect or that didn’t take advantage of all available deductions.
- Plan short-term and long-term goals to lower tax liabilities
- Ensure client compliance with tax laws Reduce the effect of estate and inheritance taxes by providing retirement and Estate Planning advice
- Preparing tax returns
- Assisting with tax problems and representing clients before government agencies