Your Source for Trusted Personal Accounting and Tax Preparation
As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.
It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.
Our policy is to "look both ways" when it comes to your particular financial situation and to make sure that you pay no more tax than the law intends.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
While based in North Palm Beach Florida (and formerly Long Island, New York), many of our clients reside throughout the country and various other parts of the world.
We can take your information in person at our office, thru our convenient mail-in program or through our secure client portal. In some cases, we may conduct a comprehensive telephone or Zoom interview.
Tax Preparation Services for Individuals
Here's what else we do for you:
- Prepare accurate tax returns that are filed on time
- Calculate estimated taxes for self-employed small business owners
- Develop tax planning strategies that reflect individual financial goals
- Electronic filing and direct deposit for a faster tax refund
- File extensions and calculate estimated tax to avoid interest and penalties
Tax Season Is Just Around the Corner.
If you need a fast, accurate tax professional to prepare your tax return this year give us a call today or fill out the contact form below.