Individual income tax preparation
Preparation and filing of federal and applicable state income tax returns. We review income, deductions, credits, and supporting information so the return is complete and accurate.
Individual tax
Accurate preparation. Personalized guidance. Peace of mind.
Preparing a personal return can be time-consuming and complicated. We take the time to understand your circumstances and provide dependable guidance through the process — whether the year was straightforward or not.
Tax planning & strategy
Planning should not wait until April. We help identify opportunities during the year so you can make informed decisions and potentially reduce tax liability.
Life changes & major events
Marriage or divorce, buying or selling a home, starting a business, retirement, investments, inheritances, education expenses, and moves between states all change the tax picture. We help you understand the implications.
Investment & capital gains
Stocks, mutual funds, cryptocurrency, real estate, and other investments require careful gain and loss reporting. We help you account for them and understand the impact.
Self-employed & contractor taxes
For freelancers, consultants, and independent contractors: business income and expenses, estimated taxes, and the other considerations that come with self-employment.
Multi-state returns
Living in one state and working in another, moving mid-year, or earning income connected to several states makes filing more complex. We address applicable state requirements.
Return review & second opinions
Already prepared a return, or worked with another professional? We can review your situation, explain your tax position, and look for issues or planning opportunities.
IRS & state notices
A letter from the IRS or a state agency is stressful. We help you understand the notice, what action is required, and how to respond when our services apply.
Life changes
When the year is not like last year.
Major events can significantly affect your taxes. We help you understand the implications before — and after — they happen.
- Marriage or divorce
- Buying or selling a home
- Starting a business
- Retirement
- Investment activity
- Stock sales and capital gains
- Changes in employment or income
- Receiving an inheritance
- College and education expenses
- Relocation between states
What’s included
Personal tax services
- Individual federal and state tax returns
- Tax planning and tax-saving strategies
- Itemized and standard deduction analysis
- Investment and capital gain/loss reporting
- Rental and real estate tax reporting
- Self-employment and business income
- Retirement and Social Security income
- Education and dependent-related tax matters
- Prior-year and amended tax returns
- Tax notice and IRS correspondence assistance
Next step
Reserve a confidential consultation
Share your objectives and a credentialed professional will respond promptly to outline next steps.