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Additional Services for Individuals:

Estate and Trust Planning

Personal Financial Planning

Resource Links:

Federal Tax Credits for Energy Efficiency : ENERGY STAR

IRS Link for Individuals

Records Retention Guidelines

Tax Organizer

Where’s my refund?

1040 Tax Tables

Home > Services > Taxation > Individuals

Individuals

We provide a wide range of individual tax services to enable our clients to minimize tax liabilities while navigating the changing complexities of tax laws and regulations. Our team of dedicated tax professionals can help you achieve your financial goals through tax planning and preparation of the most simple to the most complex tax returns.

Services we offer:

Individual Income Tax Preparation

  • Sole Proprietorship Forms
  • Rental Property Forms

Multiple State Income Tax Preparation
Individual Income Tax Planning and Estimates
Transactional Planning (Sale of Business, Assets, Stock, Etc.)
IRS and State Income Tax Representation for Tax Audits
Electronic Filing of Federal and State Tax Returns
Electronic Payments of Taxes Due and Estimates
Personal Financial Statements

Additional Services for Individuals:

Estate and Trust Planning

Records Retention Guidelines

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