Tax services for individuals and families
Individual returns are where this firm started in 1961, and they're still at the heart of what we do. Simple or complicated, we'll prepare yours carefully, explain what matters, and help you plan for what's next.
How we help
Individual Tax Preparation
Federal and state returns prepared with care, from W-2s to investments, rentals, K-1s, and multi-state filings.
Tax Planning
Projections, estimated payments, and advice on big decisions before the year closes and the options disappear.
Trusts & Estates
Fiduciary returns, final returns, and clear guidance for executors, trustees, and beneficiaries.
Tax Resolution
IRS and state notices, unfiled returns, payment plans, and audits, with representation when you need it.
When life gets more interesting, so does your return
A tax return pulls together many parts of your life, and they don't always play nicely together. We regularly help clients with all of these.
- Investments and capital gains
- Rental properties
- Self-employment
- K-1 income
- Retirement distributions
- Estimated taxes
- Multi-state filing
- Trusts and estates
- Marriage, divorce, or a new baby
- A death in the family
Expert help that makes tax season easier
You can meet with us in person, drop off your documents, or handle everything online with e-signatures and a phone scanning app. And when something on your return needs explaining, we'll explain it, which may be why our clients tend to stay for decades.
Ready to become a client?
Tell us a little about yourself and your tax situation. We'll review it personally and follow up with the right next step.
Prefer to talk it through? Call (336) 701-6264 or book an introductory call