Individual Returns

Tax planning is the key to successfully reducing your tax liability. I will help you to examine your current situation and make recommendations for actions you can take to reduce the tax you pay and maximize your savings.


Additionally, tax is complicated and compliance is very important for avoiding penalties and interest from the IRS. It is also easy to overlook deductions and tax savings, even when using an off-the-shelf package with a comprehensive interview.


I take a hands-on approach to preparing tax returns and will take the time to meet with you, so we can plan together and make sure that the information you provide me with for your return preparation is comprehensive and complete. Your returns will be completed on a high-end tax software product that is equipped to handle whatever is required to produce your return accurately.