Individual

Tax Services for Individuals

No matter how the software like TurboTax makes tax preparation so much easier, it’s never a substitute for judgment and it’s not always going to tell you what you’re missing or whether there are other opportunities you could take advantage of.  We are all the year around here to look up every opportunity and keep up with every change in tax law to reduce tax liability for our clients. We provide professional tax preparation at the lowest advertised cost you can find.

Tax Preparation

  • Income Tax Preparation & Filing
  • Amending Prior Tax Returns
  • Electronic Filing
  • Tax Credits
  • Nanny Taxes
  • tax return for nonresidents
  • tax preparation for expatriates

Tax Planning

  • Tax Planning and Projecting
  • Tax-free Retirement Strategies
  • College Savings Plans
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Estate tax plans

Consulting & Advisory Services

  • Personal financial planning
  • Self-Employment Consulting
  • Start-up Consulting
  • New Business Formation & Incorporation

Representation before the IRS

  • Federal & State Correspondence
  • IRS Resolution & Audit Support
  • Compromise with the IRS
  • IRS Payment Plan