Our experienced team can develop tax strategies that take advantage of new tax laws and legislation.
Individual Financial Services
- Federal and Multi State Preparations
- We can prepare taxes for any US state
- Electronic filing for fast and accurate refunds
- New Homeowner Advice
- Check out our brochure
- Estates and Trusts
- Individual Retirement Account (IRA) tax advantages
- Roth IRA vs. Traditional IRA information
Solutions for Tax Problems
- Tax Return Extensions
- IRS Audit Representation
- Non-Filed Tax Returns
- IRS Payment Plan
- IRS Problem Resolution
Here is an overview of our process:
- Your tax return will be crosschecked and reviewed by our staff using state-of-the-art tax software identifying potential tax savings or pitfalls.
- Your tax return can be filed electronically to receive a more rapid refund.
- Our team will show you how to adjust your payroll withholding to get more money back each week.
- Why give the IRS an interest free loan for up to 16 months?
- We will present to you potential deductions to limit your tax liability for next year.
How to be prepared for your tax appointment
- Have the information available from our checklist: Individual Tax Checklist
- Bring the information to your appointment, or email us a pdf, or fax us the information
*To get more information on the services we offer individuals or the prices we charge, please feel free to contact us.