Individual Tax Services

Life changes and your taxes change with it. Whether you changed jobs, retired, bought or sold a home, welcomed a new family member, started a business, or invested in rental property, your tax return should reflect your current situation. We take the time to understand what is new so your return is prepared with care and attention to detail.

Tax laws are always changing, and it can be difficult to know which deductions, credits, and tax-saving opportunities apply to you. We make the process easier by answering your questions, explaining things in plain language, and helping you feel confident every step of the way.

Individual Services Include

  • Individual Income Tax Returns (Form 1040)

  • Multi-State Tax Returns

  • Tax Planning & Estimated Tax Payments

  • IRS & State Tax Notice Assistance

  • Schedule C (Self-Employed & Sole Proprietors)

  • Schedule E (Rental Properties & Royalty Income)

  • Sale of Rental & Investment Property

  • Capital Gains & Investment Income Reporting

  • Retirement Income Tax Planning

  • Estate & Trust Tax Returns

  • Gift Tax Returns

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