Accounting & Tax Professionals

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Individual Services


We offer our individual clients the following comprehensive services

  • Complete overall financial and tax physical
    • Review of your personal financial statement
    • Review of pension, 401K and retirement assets
    • Income tax return review
      • To ensure you are maximizing your deductions
      • Minimizing your federal and state tax liability
      • Year-end planning for tax savings strategies
  • Federal and State Individual Income tax preparation
    • Using our Secure Sharefile Portal, transmit your documents electronically
    • We use the latest Tax Organizer available on our website
      • To ensure we identify all the proper deductions
    • Sign your return using our secure RightSignature portal
    • We will Efile your returns using our advanced IT infrastructure to ensure you receive your refund ASAP!
  • Business return preparation
    • From selecting the proper business entity
    • To developing a plan to sell your business
    • Registered QuickBooks professionals
    • LLCs Corps, S Corps, and Trusts
  • Year-end tax planning
    • We perform a comprehensive review of your prior year returns
    • We review your current year paystubs, broker statements
    • We provide a detailed analysis of your current tax status
    • We make proactive recommendations to save $$$.
  • We are your DEDICATED Financial and Tax Resource
    • We are available year round to answer all of your questions
    • We don’t charge for phone calls
      • Most questions are answered during your call

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