Individual Tax Preparation

Tax preparation is about more than filling out forms. Our CPAs take a comprehensive approach to your individual tax return, ensuring you take advantage of every deduction and credit available to you while maintaining full compliance with federal and state tax laws.

What We Handle

• Federal and state income tax returns
• Investment income and capital gains reporting
• Rental property income and expenses
• Self-employment and freelance income (Schedule C)
• Stock options and equity compensation
• Foreign income and expat tax returns
• Multi-state tax filings
• IRS audit representation and correspondence

Our Process

We make tax preparation as painless as possible:

• Organize: We provide a personalized checklist of documents you'll need, based on your specific situation
• Review: Your CPA reviews your complete financial picture, not just this year's documents
• Optimize: We identify opportunities for tax savings, including retirement contributions, charitable strategies, and timing of income and deductions
• File: We prepare and e-file your return, ensuring accuracy and maximizing your refund or minimizing your liability
• Plan: We provide year-round tax planning recommendations so you're never surprised at tax time

Year-Round Support

Your relationship with us doesn't end on April 15. We're available year-round for tax questions, estimated payment calculations, and proactive planning conversations.