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Individuals

Individuals

25+ years of helping people with their tax returns.  Free Efile for clients gets your refund back in your account as soon as possible.  The fee can be withheld from your refund with a small additional charge.  

Having trouble with the IRS? As an Enrolled Agent, we can deal with the IRS for you. In certain cases we can get a significant reduction in the amount owed and help you get back on track,

We help you start an IRA or 529 plan that will help you reduce your tax burden and put your money where it will work for you.


1. Subject to certain restrictions. By investing in a plan outside your state residence, you may lose available state tax benefits. 529 plans are subject to enrollment, maintenance, administration/management fees & expenses. Make sure you understand your state tax laws to get the most from your plan. If you make a withdrawal for any other reason, the earnings portion of the withdrawal will be subject to both states and federal income tax & a 10% federal tax penalty. As with any investment, it’s important to fully consider the plan’s objectives, risks, charges and expenses before investing. 2. Please carefully consider the fund's investment objectives, risks, charges and expenses before investing. For this and other information, contact your advisor for a free prospectus. Read it carefully before you invest or send money

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Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

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