Individual Tax Preparation & Planning

We offer tax services for individuals and their families, including Trust and Estate returns. Every taxpayer’s financial situation is unique. Communication with our clients is the key to understanding their circumstances. We strongly recommend an annual financial check-up with us, somewhere between October and December.

This allows us to gather information from individuals, giving them guidance on what deductible expenses they should be tracking. Understanding these deductions will allow for timely and efficient collection of information and assurance that the deduction won’t be missed.

Today’s tax laws are so complicated that even filing a relatively simple return can be confusing. It is too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there is no substitute for the assistance of an experienced tax professional.