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Tax Preparation Services for Individuals

Our tax services include the preparation of individual, trust, and estate tax returns, as well as help setting up IRA, Roth IRA, and simplified employee pension plans (SEPs).

With constant changes in the tax code, there are usually

opportunities to save money. We particularly enjoy helping you.

• Find every possible deduction
• Utilize effective tax planning to minimize taxes

• Reduce or eliminate tax due on the transfer of a business or other assets
• Provide the orderly transfer of assets to beneficiaries
• Ensure business continuity and succession of ownership
• Provide security for a surviving spouse

Over the years we have developed a reputation for turning around work quickly and getting back as soon as possible when clients call with questions.

If you wish to complete your tax organizer online, our secure, easy-to-navigate Tax Notebook:

• Makes sure that important information is not overlooked
• Simplifies your work by automatically omitting irrelevant questions based on the answers you have already given (such as: “Did you own real estate?”)
• Allows you to track which sections are complete and print a report your own records

For your convenience, we make tax-related material available on our Web site, including federal and state tax forms and tax alerts .

We also represent clients before the Internal Revenue Service and other taxing authorities, helping to resolve tax issues and negotiate settlements.