Personal Income Tax
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Making tax prep and planning less taxing
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient—From initial collection of tax documents to filing, we offer an efficient digital experience.
- Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
For Individuals that simply want to comply to Federal & State laws.
Peace of Mind
For individuals that want advice to plan for the future, minimize taxes and have peace of mind.
For individual that are looking for a strategic partner to guide them through their financial situation.
All tax packages include letter(s) for loan applications and notary public services.
Are designed to provide extra value to you. Here are just some of the ways we can help ease your tax burdens and provide you financial guidance and support.
- Evaluate current net worth
- Discuss estate/legal document review
- Discuss setting up new investment and reimbursement accounts
- Discuss other tax items
- Discuss potential tax legislation that could impact you
Are designed to take your finances to the next level. In these meeting we explore the following:
Personal budgeting and financial planning
- Asset planning
- Loan/debt planning
- Savings goals
- Estate tax/probate planning
- Goal-focused planning