Our individual tax services center around identifying tax savings strategies and planning for appropriate tax payments.  We do this throughout the year during your tax return and tax projections preparation.  Key areas we review include maximizing tax advantaged accounts, claiming additional business deductions, and planning for the timing of itemized deductions. 

Most of our clients own a business, have side-hustle income, and/or invest in real estate.  We provide guidance on what deductions apply and how to appropriately claim them.  Our tax projections provide mid- and end-of-year check-ins to be sure your planned tax payments are on track. 

All clients receive the same individual tax services which include your return preparation and two tax projections offered each year.   

• This Personal Fee Schedule displays example costs for personal tax and accounting services.* 

_{*Monthly subscription fees are determined annually (February 1 – January 31) except for clients starting mid‐year.}