For Individuals
Personal Tax Preparation:
Federal and state income tax return preparation
Filing of various schedules (Schedule A, Schedule C, etc.)
Tax planning and optimization
Filing of various schedules (Schedule A, Schedule C, etc.)
Tax planning and optimization
Bookkeeping and Record-Keeping
Assistance with organizing financial records
Budgeting and financial analysis
Budgeting and financial analysis
Education Planning
529 plans
Education tax credits
Education tax credits
Tax Consulting
Advice on tax implications of major life events (marriage, divorce, etc.)
Year-round tax consultation
Assistance with IRS back taxes and issues
Year-round tax consultation
Assistance with IRS back taxes and issues
