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individual tax preparation

Personal tax preparation begins with efficient tax planning as the world of tax law is constantly changing. We provide both personal tax preparation & planning to all levels of complexity. Whether you have a business or retired, our team will take the necessary time to learn about you and the specific needs you have. When considering personal tax issues, its very important to plan and to know how your decisions effect your tax burden. We are here to provide the planning and education necessary to achieve minimal tax burdens.

Individual tax services include:
  • Preparation of federal and state tax returns
  • Preparation of quarterly estimates
  • Preparation of projections
  • Tax planning
  • Coordination of personal and business tax burdens
  • Interactions with federal and state tax authorities
  • Personal financial planning as it pertains to tax benefits & consequences
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