Individual Tax Returns
Preparation and Planning
We assist individual clients with the preparation of federal and various state income tax returns with electronic filing services for faster processing. We keep current on new tax laws and legislation, and our experienced staff is available year-round to identify tax planning opportunities to minimize your current and future tax liabilities.
Overview
Changes in the tax environment are opportunities for you. Our tax professionals keep abreast of these changes in order to provide you with tax counsel that minimizes tax payments. Planning is the foundation of our work. You can count on us for creative and objective planning and guidance and the hands-on attention. We can assist when special life situations arise which affect your current and long-term financial picture.
Tax Planning
- Income tax projections
- Real estate purchases
- Business purchases
- Business investments
- Timing of income and deductions
- Education funding
- Retirement planning
- Estate planning
- Estate settlement
- Residency issues
Tax Return Preparation
We will prepare federal and state income tax returns and review through our tax software in a timely fashion. Your returns will be e-filed for speedier refunds.
Tax Updates
We provide information and insights on new tax pronouncements, compliance issues and other notable developments relevant to your business throughout the year.
