Personal Tax Preparation
Strategic individual tax planning that maximizes deductions and minimizes liability. We handle the complexity so you can focus on what matters most.
What We Handle
Federal and state income tax returns
Itemized deduction analysis and optimization
Capital gains and investment income reporting
Rental property income and expense tracking
Self-employment and 1099 income
Retirement account distributions and planning
Education credits and deductions
Amended returns and prior year corrections
Year-Round Planning
Tax planning doesn't stop at filing. We provide strategic guidance throughout the year to help you make informed financial decisions that optimize your tax position.
Accuracy Guaranteed
Our thorough review process ensures accurate returns and maximized deductions. We stand behind our work with professional representation if questions arise.
Our Process
Document Collection
We provide a comprehensive checklist and secure portal for uploading your tax documents.
Review & Preparation
Our team reviews your information, identifies optimization opportunities, and prepares your return.
Filing & Support
We file electronically and provide ongoing support for any questions or IRS correspondence.
Let's Optimize Your Tax Return
Schedule a consultation to discuss your tax situation and explore how we can help.
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