Individual Services

The firm has the expertise and the associations to provide our clients the services they need, such as:

• Individual Federal and State income tax preparation, including electronic filing
• Internal Revenue Service or State notices of deficiency, offers in compromise, and problem resolution
• Personal financial statements
• Home based business services and reporting
• Computer and management consultation
• Tax and estate planning
• Help to accomplish your individual financial goals

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Tax Tips for the Individual

Remember, if you did not receive your stimulus check - or if it was for the wrong amount, you can still collect it on this year's tax return.

**If you qualify, we can determine this for you. If the IRS paid you too much, then the IRS does NOT want it back.