Individual Taxes
Maximize Your Financial Plan
Your personal tax plan begins with a basic interview completed online or over the phone with one of our tax professionals. We then collect your tax documents and previous tax returns which are reviewed by an experienced tax consultant. We often find tax savings from prior years that other tax preparers have missed.
A tax plan can then be projected out to future years to help you reduce taxes and maximize your financial plan.
The last step is putting together an execution road map laying out the next steps to meet your personal goals.
Give us a call today to schedule your tax plan.
We are here to help plan your financial future.
Be ready for what life brings. Connect with us to get started.
Solutions for Every Tax Situation
Our practice is equipped for the most simple or complex individual tax services and cases including…
- Capital gains/loss and carryforward planning
- Rental income and depreciation
- Student loan interest deduction
- Itemized and standard deduction planning
- Home mortgage interest deduction
- Earned income credit
- Child and dependent care credit
- Education credits
- Gift/Estate Tax
- IRS audit assistance
- Sole proprietorship/Independent Contractor
Ready to find out more?
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