Individuals

Accounting Services for Individuals

We take the time to understand your tax situation, providing our professional services with close personal attention.

Tax Preparation Services – provide the right level of expertise to meet your tax preparation needs from basic returns to complex tax preparation situations including business income, passive losses and alternative minimum tax. 

Tax Projections – offer the opportunity to assess the adequacy of withholding and estimated payments and plan for upcoming cash needs.

Tax Planning – assists clients in evaluating the tax effect of financial alternatives such as Roth conversion, like-kind exchanges, property sales and purchases and other transactions having a significant tax effect.

IRS Matters – we assist our clients with inquiries from the IRS and IRS audits.