For Individuals

Tax Planning and Preparation

You don’t want to pay any more taxes than necessary. With good tax planning, you don’t have to. We look at your income sources and level to determine what you need to do to utilize every deduction, credit, and strategy available. When the tax deadline comes, there are no surprises for you. We prepare all federal and state tax forms for individuals, estates and trusts, including Forms 1040, 1041, 706, and 709.

Are You Missing Money?

Mistakes happen. The U.S. tax code is large and it is easy for the average person to miss something. 

We'll review your past three tax returns, find any untaken deductions and credits, and get your money back.

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