Individual Tax
There is no one-size-fits-all solution to your individual tax needs. We’re available year-round to deal with potential tax questions/issues as they come up. Our tax filing process includes an assessment of your previous year’s tax return as well as an analysis of your current tax information. We will ask you any questions that may be relevant to your current filing, and we will give you a price quote based on your needs and the complexity of the factors.
Individual tax services include:
- Tax return preparation
- Multi-State filing
- Amending Prior Tax Returns
- IRS Resolution & Audit Support
- Federal & State Correspondence
- U.S. Reporting of Foreign Assets and or Foreign Bank Accounts
- Tax projections and year-end planning
- Electronic filing
With our tax return services you get:
- Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.
- Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.
- A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.
- Electronic filing for a quicker refund.
To get started, click the “Get Started” button below to download our tax organizer packet. You can return it to us, along with your tax documents, by uploading it to your client portal.