Individual Tax Services

I provide integrated individual tax planning and preparation services. Electronically-filed federal, state, and local taxes (when available) as well as estimated tax vouchers, when applicable. Tax organizers are provided to those clients that find the organizers helpful as they gather the tax documents. Year-end tax planning services are highly recommended to take advantage of any appropriate actions still available to the clients before the end of the year.

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Other Services

  • Small Business Tax Services

  • Gift Tax Returns

  • Trust Returns

  • Estate Income Tax Returns

  • Business Entity Choices

  • Retirement Plan Options