Whether your tax situation is simple or complex, our team provides accurate, thorough preparation to maximize your refund and minimize your liability.
We handle all types of individual tax returns, from straightforward W-2 filings to complex situations involving multiple income sources, investments, rental properties, and international reporting requirements.
Our Enrolled Agents and CPAs stay current with the latest tax law changes to ensure you benefit from every deduction and credit available to you.
Simple steps to stress-free tax filing
Contact us by phone or through our website to schedule a convenient time. We offer in-person, virtual, and drop-off appointments.
We'll provide a personalized checklist based on your situation. Common documents include W-2s, 1099s, mortgage statements, and prior year returns.
During your appointment, we'll review your documents, discuss any changes from last year, and identify opportunities to save.
We'll prepare your return and review it with you in detail. You'll have the opportunity to ask questions before signing.
We electronically file your return for fastest processing. You'll receive confirmation when your return is accepted.
Expert handling of complex tax situations
Maximize deductions for home office, equipment, mileage, and business expenses. We help you understand quarterly estimated payments and optimize your tax situation.
Expert handling of stock sales, cryptocurrency, dividends, and capital gains. We help minimize your tax burden through strategic planning and loss harvesting.
Comprehensive reporting of rental income and expenses, depreciation calculations, and guidance on passive activity rules.
FATCA compliance, FBAR reporting (FinCEN Form 114), foreign income exclusions, and tax treaty benefits for U.S. citizens abroad or foreign nationals.
If you receive an IRS notice or face an audit, our Enrolled Agents can represent you before the IRS and help resolve issues.
Year-round tax planning to help you make informed financial decisions. Projections for life changes, retirement planning, and major purchases.
Let our experienced team handle your individual tax return with care and precision.
