Professional Services for individuals

Our office provides Advisory, Tax Planning, and Tax Filing services to individuals. While many equate a locate CPA firm with tax filing, our office provides a wider range of services supporting clients throughout the year in various accounting and tax areas. 

 Clients who engage us for one service find greater benefit in extending our scope of services to other areas. For example, clients who discuss personal accounting services typically move into tax planning. Tax planning clients naturally ask for tax filing support.       

Many individuals experience financial stress when it comes to employment, expenses, major purchases, and filing taxes. Having an accountant on your side isn't simply for businesses. Here are areas where we commonly receive questions from our clients.  

• Goals – college savings, retirement, home purchase
• Review large financial transactions for tax consequences – home purchase, car purchase, new employment contract, equity awards
• Independent Contractor / Gig Economy Startup & Setup Processes

Tax Planning Advisory includes analyzing your personal tax situation along with relevant facts and circumstances to help you understand your options. Since every taxpayer’s circumstances are unique, our team takes time to understand your priorities and your situation before drafting recommendations for you to consider. Examples of Tax Planning Advisory Services include

• Transferring Wealth / Gifts 
• Retirement Planning Tax Analysis 
• Withholding Analysis / Estimated Payment Calculation
• Credits and Deductions Eligibility

Tax Filing includes the annual filing of the From 1040 series along with any supporting schedules and state forms where applicable. Our engagements support both virtual and in-person engagements, or a combination of both. 

Unlike many firms, we are not solely a tax filing firm. Clients benefit more from a local firm where they have an ongoing engagement with the firm throughout the year over several years.