Personal Tax Services

• Feel confident knowing your returns are filed accurately so you pay exactly what you owe and not a penny more.
• File for all the deductions you qualify for.
• Get the best chance of a generous refund.

 Tax planning begins long before taxes are filed. We look at your current financials and consider your future plans to maximize tax breaks and minimize the amount of money you owe the IRS. Our team stays up-to-date on all federal and state tax laws so we can help you maximize your savings while staying compliant with the law.

Our tax planning strategy includes:

• Consideration of your tax bracket.
• Deductions you qualify for (expenses you can write off)
• Tax credits you can take advantage of
• Determining how you can maximize your retirement benefits & company reimbursed expenses.
• Strategies like putting money in a 401(k) or an individual retirement account
• Utilizing health savings accounts or flexible spending accounts.

• Own rental properties
• Have investments
• Received an inheritance
• Are self-employed
• Recently got married or divorced
• Change in the number of dependents
• Moved to a different state

We’ll help you uncover savings you may not find on your own. And when you have questions we’re here to help. Contact us at phone number or schedule an appointment.

 In addition to tax planning and prep, we’re experts at complex tax returns for trusts, gifts and estates. Let us prepare your returns so they’re filed accurately and on time.