Individual Income Tax Returns – Federal & State

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.  It’s also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns — so you don’t miss out on any tax credits and deductions that you are entitled to take, but don’t run afoul of the tax code.  Our tax preparation services for individuals include:

  • Preparing accurate tax returns (including all related forms and schedules) that are filed on time using our best-in-class professional software
  • Calculating estimated taxes for self-employed small business owners
  • Developing tax planning strategies that reflect individual financial goals
  • Electronically filing and direct deposits for a faster tax refund
  • Filing extensions and calculating estimated tax to avoid interest and penalties

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