Individual Services

We offer an array of tax and accounting services that focus on individual-specific needs. We understand that money is important not only in the future, but right now. You want the best refund possible and we work diligently to get you that refund. We can show you the advantages to individual vs. jointly filing claims.

Our financial planning services, estate tax planning, and cash-flow budgetary analysis better prepare you financially for your future, your family's future and your children's education. Mutual Funds, Stocks, Investments, Trust Funds and Roth IRAs are great, but if you do not have tax management process aligned with your current and future financial status, you might be losing a significant amount of readily available cash that you may not even know you were entitled to. This is where we can help.

We also offer IRS resolution services that work particularly well to reduce the time and determine pay schedules that still leaves you with money in the bank. We are an accounting firm that treats you like a person, understands and cares and tirelessly work until resolution.

If you are late with filing, we can help you apply for an extension and work with you to resolve the matter. Our e-file services have been quite popular with clients.

There are an abundant amount of related accounting and tax services that we offer that can directly impact the financial well-being of an individual and we would be glad to assist you with your needs.

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