Individual Services

We assist our clients by providing a full range of services to individuals including:​

• Performing Tax Compliance

• Performing Tax Research and Planning

• Preparing Multi-State and Foreign Tax Filings

• Preparing Estate and Trust Returns

• Preparing of Gift Tax Returns

• Preparing 1099 filings and Personal Property Tax

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Tax Preparation and Planning

Preparing your own income tax return can be a task that leaves you with more questions than answers.  Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Your return will be checked and rechecked by our advanced computer software identifying potential problems the IRS may look at more closely to limit IRS contacts.  Your tax return can be electronically filed so that you get your refund quicker.

A well-prepared, carefully reviewed tax return is only one facet of our overall approach to quality tax services. Our philosophy is to maintain ongoing communication with our clients throughout the year and to keep them advised of new developments in the tax laws to identify planning their opportunities and potential impact. This personal approach enables us to recommend ways to reduce or defer taxes, make strategic planning suggestions, avoid penalties, meet filing deadlines, improve financial reporting, and plan for the future.Nothing strikes fear in the hearts of people more than receiving an IRS and/or DRS letter for unfiled tax returns, unpaid taxes, tax liens/levies and audits.  Federal and state taxing authorities are becoming more relentless in their pursuit and can make your life miserable until all the money owed is collected. We’re here to help you resolve your tax problems with the expertise necessary to navigate this stressful process.As your IRS and/or DRS Representative, we will ensure that the taxing authorities act within their guidelines and follow proper procedures when dealing with you. We will also make sure that your taxpayer rights are not violated and that the taxing authorities do not force you to reveal information that you may not be required to. You will no longer have to deal directly with the IRS or DRS when you have us act on your behalf.

 

Estate Planning

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

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

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 offer help in working with you and your estate planning attorney to craft a plan that works best with your objections and that adequately provides for your heirs.

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