Individual Services

We can help you through the complexity of tax preparation. Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.  It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. 

We know what to evaluate when your return is prepared.  More importantly, you will have someone to answer your questions during the rest of the year.                                                                                                            

  • Federal tax return preparation
  • State tax return preparation
  • Consulting on tax questions
  • Guidance on IRS letters and audits
  • Consulting on Affordable Care Act
  • Social Security planning
  • Retirement planning
  • IRA Distribution planning