Tax Preparation - Individual

Tax Preparation for the Individual


The preparation of your own tax return can be time consuming and complex. With the ever increasing complexity of the tax code, there may be more questions than answers. Even if you use a computer software program, you may easily overlook deductions and credits to which you are entitled. There is no substitute for the knowledge and experience a tax professional will provide in the preparation of an accurate return. Our promise to you...
  • Your tax return will be prepared and reviewed by tax professionals, and computer software designed to identify potential problem areas typically looked at by the IRS in order to prevent or limit potential IRS notifications.
  • Your tax return will be filed electronically at no extra cost to you, providing faster processing of your tax return and any refund you may have coming.
  • Our staff will guide you and make suggestions of how you might adjust your payroll withholding to get more money back each week. You will receive the benefit of your money throughout the year instead of giving the IRS an interest free loan.
  • We will review your return for potential future years' savings by looking for deductions that may limit your tax liability for next year and will advise you on commonly missed deductions.
  • We will file all your extensions of time to file at no charge.
Individual Tax Return Preparation
We prepare tax returns for individuals of varying complexity, these include:
  • Individual Return Form 1040.
  • Itemized Deductions (Schedule A).
  • Interest and Dividends (Schedule B).
  • Sole-Proprietors/Self-Employed (Schedule C).
  • Capital Gains/Losses (Schedule D).
  • Rental Real Estate, Royalties, Partnerships, S corporations, Trusts (Schedule E).
  • Farmers (Schedule F).
Tax Planning
If you have any life events coming up or just want to make sure you are effectively planning for your future financial needs, we can provide the guidance and expertise to achieve your goals. Make an appointment today to find out how you can better plan for the future for you and your loved ones.
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