Individual Services

Our goal is to offer individual tax planning and compliance services that will save you time, money, and stress. The tax laws are complex and constantly changing, so we strive to be knowledgeable and take advantage of all deductions and credits that can minimize your tax liability. We work closely with our individual clients to understand their specific financial situation in order to develop the best plans for their needs now and in the future.

Our individual tax services include:

  • Tax return preparation
  • Quarterly estimated tax calculations
  • Year-end tax projections
  • Representation and management of tax notices and audits
  • Retirement plan strategies
  • Utilization of federal and state tax credits

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