I am an individual
As a private individual or head of household you shouldn’t have to be a tax expert to maximize your tax returns while still meeting your obligations as a taxpayer and avoiding red flags that may trigger an audit.
Whether you simply want to save time on your annual tax return filings or need assistance with complex tax issues, we are here to guide you through the process and leave no stone unturned to secure the best possible financial outcome for you and your family.
Say goodbye to the yearly headaches of doing your taxes! Just provide a few documents and we’ll take care of the filing for you.
Let's do this together:
Individual tax services
Tax preparation for individuals, couples, and families
Optimizing returns now and in the future
Complex tax issues
Avoiding red flags that can trigger an audit
Dealing with a random audit
We are an elite-level
Quickbooks Online Pro Advisor.
Fast & Easy
Many of our partners have already successfully utilized SafeSend Returns to review, e-sign and download your completed tax returns from your home or office computer. We have additional options that can be used to get your documents to us.
We offer multiple methods of document exchanges including the following:
Secure client portal
Email (password-protected file transfer)
Meet Your Team
Our experts, at your service.
Preparation fees vary based on several factors including amount of information and complexity of the return. Please be advised that our minimum fee for preparing an individual (Form 1040) tax return is $300.00.