Individual Tax Services
Are you on track to meet your financial goals?
Do you have a solid tax strategy you follow to minimize your taxes? Do you have regular tax planning sessions to ensure you are optimizing the tax benefits available to you? Do you have a strong, solid retirement plan you are steadily making progress toward?
Are you in the unfortunate position of trying to resolve something with the IRS? Would you like to avoid getting into that position in the first place?
Do you just feel like you may be past the point you should do your tax return on your own, and might benefit from having a CPA in your corner?
Schedule an initial consultation
We are accepting new individual clients right now. We employ a different approach and philosophy compared to traditional accounting firms. Our approach starts with an initial consultation to better determine your needs and find out if both of us think we will be a good fit for each other.
This will not be a sales call – whether or not it makes sense for us to work together, you will get value out of our talk. And we’ll be the first to tell you we’re not a great fit for everyone. But when we are a great fit, we can help our clients save substantially on taxes, resolve and avoid complications with the IRS, help formulate a strong tax strategy and retirement plan, and help them achieve their financial goals.
Do you think we might be a good fit? Would you like to know more?