Services for Individuals

Fast & Accurate Tax Return Preparation
We prepare individual and estate tax returns.  We will prepare your federal and state returns, and will help you file for any necessary filing extensions.

Record Keeping
Tax time is easier if your records are maintained throughout the year, instead of assembled hastily at tax time.  We can help you keep up with the recordkeeping throughout the year.  Keeping your records on file after the end of the tax season also lets us help you in case of an audit or other dispute with the IRS.

Tax Planning

We can help you plan ahead for the next tax season.  Planning ahead can make next year's tax preparation and filing process flow more smoothly.

Estates and Trusts

We can help plan and administer estates and trusts, to assist you in the distribution of your assets to your heirs.  Should the services of an attorney be needed, we work closely with a law firm in our building.