Individual Tax Services

We strive to offer value to our clients – more than just data entry clerks – and help provide leadership to you in finding most advantageous tax positions for you – from those with a simple W-2, retired taxpayers, and those with investments, rentals, businesses, and other needs!

TAX PREPARATION

We will prepare and file on your behalf an accurate return, assuring that we have helped you find all benefits and deductions available to you!
We have experience from the simplest of returns to complex returns with investments, rentals, farms, and small businesses!
We are able to file all federal and state returns!
Preparation can be done completely online, with an in-office appointment, or by dropping off your information and we’ll call you when it’s ready!
Individual tax returns start at $125, and are priced using a minimum fee per form plus charges for complexity.

TAX PLANNING

Self-employed? Inheriting some property? Have a large stock sale? Want to know how to get the most of that Roth Conversion? We offer tax planning services so you don’t have to worry about a surprise when tax time comes!

A typical tax planning consultation requires going over your income and expenses, running simulation returns for future years, and determining estimated taxes.

Simple estimated tax calculations for self-employed individuals (based solely on business income) start at $50.

Full-scale tax planning is billed based on time, with a $100 minimum fee.

Need more than just tax planning? Wondering how to manage your full financial picture?

We have you covered there, too! We have a strategic partnership with Hanover Square Wealth Advisors, and we work together to bring leadership to your full financial picture – not just tax planning, but making sure you reach your future financial goals! Contact us for more information! (link to contact page?)

TRUST AND ESTATE RETURNS

We also offer tax preparation and planning for trusts and estates. Preparation for Fiduciary returns (Form 1041) starts a $250.