Individual Tax Preparation

Clients are encouraged for a free consultation at any time of the year to discuss what documents and receipts will be needed to file their personal income taxes. For those of you outside of these areas we can discuss everything that is required over the phone as well. It is equally important for individuals who own more than one property, either as a landlord or vacation property, to stay on top of tax requirements. This will also avoid an audit or other future problems with the IRS.

Not only can our CPAs prepare individual taxes, but we can guide our clients to best utilize their tax-free accounts, such as retirement/IRA accounts or health savings accounts, for tax season.