For Individuals

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Our firm’s small size and emphasis on personal client relationships means our tax services are more than simply preparing a tax return. We believe you should have the opportunity to work one-on-one with our experienced professionals, so you can ask questions, understand your options and get the answers you need. Our first priority is to ensure that your tax returns are accurately and completely prepared. Our experts understand how important it is for you to have complete confidence in your tax preparation. That’s why all of our tax preparers meet our industry’s highest standards and hold the credential of Enrolled Agent (EA). Licensed by the U.S. Treasury, EAs are the only federally licensed tax professionals with full authority to represent taxpayers at all levels of the Internal Revenue Service (IRS). We’ve found that active financial planning with taxes in mind minimizes unintentional tax surprises. And, with additional planning, you may have more opportunities to make tax-friendly choices, too. For clients who prefer personalized advising and who may benefit from our expert counsel, we can help with a complete range of tax planning services. Our pre-paid tax planning services are one way to make sure that you get regular financial check-ups and have access to the expertise you need when you need it.