Individual Tax Preparation
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Your sources for Individual Tax Preparation and Bookkeeping Services

We don’t just prepare your tax return; we evaluate your tax situation and guide you through any tax situations that develop year-round. Our goal is to minimize your tax liability so that you keep more of your money while keeping the IRS out of your life.

We stay current on federal and state tax laws changes and we use our knowledge of the tax code to prepare your tax return. We’ll find every tax credit and deduction that you are entitled to and we will provide timely advice you can use to pay less tax.

Tax Preparation services for individuals include:

  • Prepare accurate tax returns that are filed on time

  • Calculate estimated taxes for self-employed small business owners

  • Develop tax planning strategies in line with your financial goals

  • Provide tax advisory services throughout the year. Before you buy or sell, give us a call to know how a transaction will afect you.

  • ITIN — If you do not have a US tax ID, we can help. Visit our ITIN Services page.

  • Bookkeeping services — visit our Bookkeeping page for more information.

  • IRS Problem solving — if you ever get an IRS notice, call us right away and we’ll help sort the matter out quickly, so you don’t have to worry. We take care of everything. visit our Tax Problem Solving — IRS Help page.

Have tax questions?

We offer a free 15 minute telephone consultation to go over questions and determine if we need to schedule a meeting. We offer in person meetings, over the telephone, or virtual conferences via Zoom.

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