TAX SERVICES FOR INDIVIDUALS
Tax Advising - Tax Planning - Tax Preparation

We are committed to giving our clients every advantage within the tax law.

We take an educational approach and are happy to answer our clients' questions.

We provide individual income tax advising, planning and preparation services year-round.

We help identify new opportunities to reduce future taxes.

We calculate and explain the tax effects of major transactions (i.e., new home purchase, stock options exercise, a new child).

We advise in how to use 401(k) funds and IRA funds to fund or purchase a business, invest in private stock and founders stock, real estate, lending transactions and other nontraditional investments.

We assist with problem resolution with tax agencies.

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