Services for Individuals

Think the term “tax” only applies to work performed prior to and around the April 15th deadline? Think again.We maintain superior, personal relationships with our clients by providing year-round assistance and tax planning guidance. In addition, our team utilizes cutting edge technologies to expedite our tax preparation processes. Over the years, we’ve earned our reputation as a creative, trustworthy, reliable resource for all your business and individual tax needs.

Our tax planning, research and compliance experts continually monitor federal, state and local regulatory environments for two key reasons: to help our clients comply with all necessary tax requirements and to identify potential opportunities to minimize their tax burden.

Our primary services for both businesses and individuals include:

Personal Financial Planning

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you in identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Estate Planning

Estate planning on your own can be complicated and costly. It covers state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.


Federal Income Tax Returns

When it comes to taxes, the first question we are often asked “Will I get a tax refund?” For the majority of our clients, that answer is YES! This good news leads almost immediately to the next question, “How quickly can I get my refund?” For millions of Americans, your tax refund is the biggest paycheck you’ll receive all year! This means filing your taxes is the most important financial transaction. Keeping up with ever-changing tax deductions can be daunting. Worse yet, you may be overlooking deductions that could affect your refund. We can help you determine whether or not you are eligible for certain tax credits. Our expertise can identify potential credits you are entitled.

State Income Tax Returns

The borders around state income taxes are not as clear as the boundaries drawn on the map, and your state income tax liability may not be limited to just one state. Our certified public accountants offer solutions to the wide array of state income tax issues you may face. We can help with everything from claiming all possible deductions and credits on resident income tax returns to complex, non-resident returns. We can also assist with individual non-resident filings, whether or not your states have a reciprocal agreement. If you are required to file in multiple states, we will coordinate all credits and deductions for income tax paid to other states so that you receive the greatest benefit.

Tax Planning Strategies

You could sooner find that elusive needle in the haystack than decipher the tax code, and you have far better things to do with your time. Thankfully for you, we spend our time studying the intricate details of the tax code to identify all of the ways to put those rules and regulations to work for you – so you don’t have to.

Because we know you need more guidance than you can get from meeting with a tax preparer one time a year, we take a proactive, relationship-driven approach in providing you with valuable tax planning strategies and tax compliance consulting all year long. That means you can move toward your goals with confidence, knowing that the guidance we offer is based on our solid understanding of the tax code as it applies to your specific situation.

Minimizing Taxes

Our CPAs and staff take an active approach – active listening, that is, to determine if we can help you reach your goals. We offer tax planning and preparation services for a diverse group of individuals. Can we solve your specific problem? Maybe. We want to get to know you before we decide if we can help you, your business, and your family. So, relax, and come in for a free meeting to see if we’re a good fit for you.