Individual Tax

Preparation and Strategy

Minimize Burdens. Avoid Surprises. Know Your Obligations.

Do you want fresh ideas not only regarding tax preparation but on how to save money?
Do you want your accountant to be accessible and informative, not just tell you what you owe?
Do you want your tax situation monitored so you know your obligations and cash flow?

We've got your back.

Our new approach to taxes in 3 simple stages:

Tax Strategy

We conduct an intensive assessment which includes a review of current tax positions and tax elections to formulate a tax plan under current law.

Tax Planning

To avoid tax surprises, we periodically review your tax plan to track the progress of estimated income tax projections. We’ll discuss current activities and the effects on the plan.

Tax Preparation

Our compliance service prepares the necessary income tax returns in a timely and thoughtful process. No last-minute rushes.