Services for Individuals

Individual income tax preparation and planning.

The primary service we provide to our individual clients is individual income tax return preparation and planning — from a licensed CPA, not a seasonal preparer.

What to Expect

Experience with the tax code, year after year.

We have over 10 years of experience in tax return preparation, and the expertise accumulated is vital to understanding the annual changes in the income tax code. Each year brings new thresholds, phase-outs, credits, and deadlines; keeping up with them is our job so it doesn't have to be yours.

Our CPA licensing provides our clients the assurance of high quality and a standard of service well above many non-licensed preparers.

Ask about your return

Return Preparation

Federal and state individual income tax returns, prepared and reviewed by a CPA.

Tax Planning

Looking ahead to next year's return so there are fewer surprises in April.

CPA Standard

Licensed, accountable, and held to a professional standard of care.

Annual Changes

We track the yearly changes to the code so your return reflects current law.

Franchise Owners

Business and personal returns, handled together.

Many of our individual clients also own a franchise. Because we prepare both the business and the owner's personal return, the two are coordinated rather than handled by separate preparers who never talk to each other.

See our business services →

Have a question about your return?

Reach out and we'll get back to you.