Individual Tax Preparation and Planning Services

Providing custom tax solutions for your peace of mind today and tomorrow

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Experience. Knowledge. Trust.

When it comes to individual or business tax preparation, entering a few numbers into software might appear to be quick and easy, but it is not. It could end up costing you hundreds or even thousands of dollars. Why incur software fees, assume risk for data entry errors or more when you could hire an experienced certified public accountant that has your best interest in mind. Don’t take chances with your tax return. Trust a real person, who is a licensed CPA, to prepare your taxes.

Tax Preparation

We’re an excellent choice for your tax preparation needs. We stay up to date on all the latest revisions and updates to the State and Federal tax regulations. We actively search for new tax breaks and deductions, so our clients can save money on taxes. Whether it is a personal or business tax return, our tax service is dedicated to you and your circumstances. We strive to legally minimize tax liabilities for all clients.

  • Federal and State Income Tax returns for individuals.
  • Quicker refunds available via E-file services.
  • Secure Client portals are available to exchange documents.
  • Free initial consultation
  • New Client Discounts
  • Outstanding Client Service

Tax Planning

In today’s fast changing world, it’s important to have a strategy for the future built around your finances. From tax planning, to choosing the right type of savings accounts that benefit you and your family, to building a strong plan for retirement through investments. Our team will guide you in making the right decisions for you and your future.
  • Retirement Planning
  • IRA  Conversions
  • Health Savings Accounts
  • Capital Gain & Loss Management
  • Net Investment Income Tax (NIIT)
  • Medical Reimbursement Plans for Business Owners

IRS Dispute Resolution

We understand, life happens and sometimes individuals can get behind on taxes for various reasons. Whether you owe back taxes, didn’t file the correct forms, or just don’t know where to begin, our team has the experience and knowledge to help you get your taxes resolved.
  • Audit Representation
  • Responding to IRS Notices
  • Tax Liens and Intent to Levy
  • Offers in Compromise
  • Installment Agreements

“Steven is great and easy to talk with. Makes you feel at ease and answers all your tax questions. Book him now, especially if you want someone long-term.“

Pearl G. | Individual Services

“Steve is awesome! He takes his time to explain everything with and also suggests some tips to help in future years. Always was available to discuss questions I had. I had a unique situation with my 2019 taxes and he helped me save and understand why certain items had to be done a certain way! I will definitely have Steve do my taxes going forward! Thank you.”

Michelle B. | Individual Services

“Steve has been amazing. I threw 7 yrs of tax returns at him. He completed them all and got them sent out to me quickly. He is awesome!!!“

Anonymous | Individual Services

Are you ready to make sense of your accounting and taxes?

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