INDIVIDUALS

The majority of our clients are individuals. The complexity of individual income tax preparation has grown significantly and tax law is changing more frequently. We seek the very best education and resources to remain current on relevant law, regulation and enforcement and related planning opportunities.

- Income tax preparation
- Out of state and multi-state tax returns
- Prior year tax returns
- Representation
- Consultation and planning
- Collaboration with other professionals such as bankers, attorneys, and real estate and mortgage brokers to help obtain loans and understand the tax impacts of transactions.