Individual Tax Services
As your personal advocate in tax matters, we will do our best to ensure that you are paying no more tax than is necessary. We will continue this commitment throughout the year, monitoring changes in tax law. We not only can prepare your tax returns, we can assist you with tax planning. We can prepare state income tax returns for all states with filing requirements.
Around the first of the year, we will provide you with an income tax organizer which asks several questions with potential tax implications. It also provides you with detailed income and deduction items from your previous year's return, prompting you to provide current year information. The more "organized" you are in completing the income tax orgainzer and providing the documents it requests, the more efficient the tax return preparation process becomes.
E-filing is available for all federal and state income tax returns. However, some part-year state returns cannot be e-filed.
