Services For Individuals

A Tax Headache Is Only One Mistake Away

Every year, Congress promises to simplify the tax code, but every year, the tax code seems to become more complicated than ever. If you’ve tried tax preparation software and found it confusing, you’re not alone. As the tax code becomes more complex, so does tax preparation software — and you might not be getting all of the tax breaks you’re entitled to.

Here’s something else you might not know: When you use tax software, you might not understand what’s on those forms you sent to the IRS. If the IRS audits your return, do you know that your tax preparation software is not liable — you are. Why take a chance?

How Can We Help You?

Affordable, experienced, and friendly, you can count on us for all of your tax preparation and accounting needs. Take a look at our tax services for individuals below or give us a call to find out how we can help. You’ll be glad you did!

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Retirement Planning

Do not put retirement planning on the back burner. Use a tax professional to plan ahead now, and reap the benefits later.

Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.

Elder Care

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one’s best interest.

Wealth Management

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

IRA Advisory Services

You’re ready to start building funds for your retirement, and Individual Retirement Accounts (IRAs) are designed to help you do that. However, there are several options for IRAs, and it may be difficult to discern which one would work for you.

Annuities

Today’s longer life expectancy is certainly worth celebrating, but it can pose a challenge when it comes to retirement planning. With an increasing span of retirement years and the potential for unexpected expenses, it may seem difficult to save up enough money to meet all your needs. For some, the answer to this predicament is an annuity.