Services for Individuals

Tax, Accounting & Consulting

Tax Return Preparation

Do you dread the thought of slogging through the tax rules yourself, hoping you can prepare your own tax return correctly? Let us keep up with all the rules so you don’t have to. We want you to smile at all the do-it-yourselfers who are sweating it on April 15.

Tax Planning

We’d love to meet with you during the year to make sure there are no surprises when next April 15 rolls around. We will ensure that the new job, new business, changes in family status, etc. are taken into account with Uncle Sam.

IRS Negotiations & Consulting

Sometimes the IRS surprises individuals with complaints and questions. Sometimes the IRS gets it wrong. Did you know the IRS answers its phone less than 50% of the time? And that its phone answers are not legally binding? Don’t go it alone with the IRS – let us be your advocate and guide you through the process.

Professional Resources

Trying to navigate the financial aspects of a marriage, divorce, business purchase, job change from employee to independent contractor? We help people with these topics every day, and we would love to help you too.