Individual Services

individual header2

individual services

“I’ve used a CPA for years. I find it convenient. I find the tax code complex so I use a preparer.”

– Former IRS Commissioner, Douglas Shulman

How about that endorsement for using a CPA versus preparing your own taxes?

Granted, the basic tax return with basic itemized deductions isn’t brain surgery. But once you have questions or start to include rental properties, a small business or stock options, it becomes more complex. A one-size-fits-all tax shop or tax software is no substitute for good advice and professional assistance.

With our firm, your individual income tax returns are not built on an assembly line. We are YOUR tax professionals and we make sure to become acquainted with you and your specific needs. And, being a small firm, the same team will be working on your returns and carry this knowledge from year to year. More importantly, if your situation requires it, we can create tailored strategies to help you keep more of what you’ve earned.

We’re not just tax preparers. We’re tax professionals that have been preparing individual tax returns since 1991. Our diverse client list includes single and family taxpayers with adjusted gross revenues ranging from $50,000 to nearly $2,000,000.

many of our clients have the following:

  • One or More Homes
  • Children and Child Care Expenses
  • College Costs
  • Itemized Deductions
  • Foreign Reporting
  • Stock Option Activity
  • Rental Property
  • Securities Transactions
  • Small Business Reportings
  • Multi-State Tax Responsibilities

We also regularly prepare returns for 20 different states for our clients who are employed in and pay taxes to multiple states. We’ve even prepared Canadian and Australian tax returns.

While we’re sure we haven’t seen it all, we are certain we’re capable of handling it when we do.

ready to get started?
 
Let us know how we can help.