Individual Services

Tax Preparation

We meet with you to discuss your tax situation in detail. It is our goal to claim every deduction you are legally entitled to claim and increase your after-tax income. We offer in-person, virtual, and drop-off tax appointments to meet your time constraints.

When your taxes are ready for pickup, we provide an electronic copy or paper copy of the returns for your records. To save you time, we can handle the return pickup and signing remotely.

Tax Planning

Everyone can benefit from tax planning. For some, tax planning involves timing of deductions. For others, it involves managing the timing of income. With tax planning, we create strategies to minimize your taxes.

Retirement Planning

As you plan for retirement, there are certain questions you may be asking. How much money do I need? When can I retire? What will my taxes look like during retirement? We can help you answer these questions and provide retirement strategies.