SERVICES FOR INDIVIDUALS

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TAX RETURNS

Whether your taxes are straightforward or complicated, it helps to have a CPA in your corner. 

We support individuals by preparing their state tax returns and federal form 1040s. Benefits include:

• Peace of mind your tax returns have been filed correctly.
• Consideration of all potential deductions and tax-saving opportunities.
• Year-round resource to answer any questions that arise.

TAX PLANNING + MANAGING CHANGE

Things change. You may move to a different state, switch jobs, start a side business, sell an investment, exercise stock options, etc. These types of changes have tax consequences.

Look to us for support with tax planning. We can:

• Estimate the tax effect of these changes to help you make informed decisions and avoid interest and penalties.
• Fill out your W-4 or state withholding form so you have the right amount of taxes withheld.
• Provide ideas on how to reduce your taxes.