Tax Preparation

We provide personalized individual tax preparation and planning services to help you minimize tax liability, ensure compliance, and achieve financial clarity. Our approach focuses on accuracy, proactive planning, and year-round support tailored to your unique financial situation.

Our Individual Tax Services Include:

    • Federal & State Tax Preparation
      Accurate preparation and filing of individual income tax returns.
    • Tax Planning & Advisory
      Strategic planning to maximize deductions, credits, and long-term tax efficiency.
    • IRS & State Tax Representation
      Professional support for audits, examinations, notices, and correspondence with tax authorities.
    • Amended Returns
      Corrections to previously filed tax returns to address errors or missed opportunities.
    • Back Tax Filing & Compliance
      Assistance with unfiled tax returns and resolving prior-year tax issues.
    • Estimated Tax Payments
      Calculation and planning of quarterly estimated tax payments.
    • Life Event Tax Guidance
      Tax support for major life changes such as marriage, divorce, retirement, or investment income.