Individual Tax Services
If you’re looking for a preparer that will focus on your individual needs, and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
We are open year round to help, whether that is to file a return or assist you with a letter you may have received from a taxing authority!
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, we can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every financial decision, from changing jobs to selling investment holdings, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us help you make informed decisions.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
We will advocate on your behalf and help you assemble any documentation that the government might request, so that you are never fending for yourself. By drawing upon years of experience dealing with audit letters and tax rules, we can take the stress out of working with tax agencies, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.