Individual Services

Personal Financial Statements
Our team will help you prepare your financial statements for loan applications, court proceedings, divorce or bankruptcy.

Sale of Home/Rental Property
We take the guessing game out of the equation by providing accurate tax implications on the sale of your home and/or rental property.

Divorce Tax Planning
During difficult times, such as a divorce, we’re able to provide support and guidance on tax related issues.

Estate & Trust Tax Preparation
With over 15 years of experience in Estate and all forms of Trust preparation, we’re able to provide guidance and support needed.

Individual Tax Return Preparation (single or multiple states)
Our tax professionals stay abreast with the latest law changes, so we can provide the best solutions to minimize your tax liability.

Free Electronic Filing
We offer this service to all our clients!

Tax Credits
With new laws being implemented and old laws being removed, it can be difficult to keep track of “what’s in and what’s out.”  We take on that responsibility of staying up to date by researching available tax credits.