SERVICES FOR INDIVIDUALS

We want to help

Tax Preparation

Are you wishing you could find a way to save money on your taxes each year? We will prepare tax returns minimizing income and maximizing deductions resulting in the lowest possible outcome. Efficient fees and quick service are hallmarks of our tax preparation.

IRS Representation & Preparation

Are you looking for representation in front of the IRS? We provide IRS representation in the role of an advocate for our clients – and take their place at many of the necessary meetings with IRS officials.

Personal Financial Planning

What are your financial goals? Whether short or long term, making a plan is the first step to reaching them. Our team of financial experts will assist you in your personal financial planning.

Tax Planning

Do you want to reduce the amount of income taxes that you pay each year? We can help with your tax planning by making an estimate of tax liability during the middle of the year. This provides awareness and an opportunity to make changes before the end of the year.

Financial Counseling & Budgeting

Still trying to figure it out? Let our staff assist you in determining appropriate lifestyle choices and in advising how to make changes to your current income and expenditures.

Retirement Planning

Do you want to have enough money when you arrive at retirement? Of course you do! But there is more to consider – when to retire, tax consequences, how to use your time and protecting your future income are all important parts of the retirement planning process.

Contact Us Today!

Fill out this field
Fill out this field
Fill out this field
Fill out this field

Get Started

Menu