Individual tax Services
Get tax services to meet your unique needs.
You will get friendly, straightforward help navigating your taxes whether you are a small business owner, an athlete or a traveling nurse.
How Can We Help You?
What Can I Expect?
Are We A Good Fit?
Scheduling a session allows us both to create a clearer understanding of your tax situation.
We will review the information you will need for your taxes and provide individualized advice. From here we can review what we will need to start your taxes.
Expectations and timeline
So we are a great fit: What are the next steps?
- Accept your invitation to our secure document-sharing portal.
- Provide all requested documentation (ex., income documents, deduction details, investment records, healthcare information, business expenses, past financials, etc.). Requested documents will vary based on the services agreed upon.
- Communicate with our team as we work diligently to complete your services. We may need additional information and documents throughout the process.
Will I have a chance to review all the work you have done on my behalf?
You woll have the opportunity to meet directly with your tax preparer to review your final return. If you would like to review your returns, but do not want to meet in person, we can review them together by phone or email.
Need help getting control of your finances?
Our team helps you overcome the stress of filing your taxes, bookkeeping processing, preparing financial reports, and handling payroll services.
All Your Financial Needs Tips
Get Started With Your Taxes Early This Year
Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.