Individual Tax

Offering a robust line of productsto meet your personal and business needs

Enhance your tax experience

tax graphic

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax strategy meeting
  • Quarterly billing if combined with financial planning