Individual Tax Preparation
If you are tired of fly by night services or large and impersonal accounting firms and tax
service franchises, then we are the company for you. We take a proactive approach to tax services. We provide our individual tax clients tax planning assistance throughout the year including quarterly estimated tax reviews upon request.
Our tax preparation services can be completed, by appointment, in person or you may contact us by mail, email, fax or drop off your information for swift Professional service too!
Our Individual Consulting Services include:
- Federal Financial Aid Form Preparation Assistance
- Mortgage and Loan Applications
- Retirement Planning
- College Planning
- Personal Financial Statement Preparation
- Licensing Applications
- Insurance reviews
- Business Opportunity Consultations