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
Owing taxes
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)
Text message
U.S. Mail

Meet Your Team

Our experts, at your service.

Jim Gardner
CPA
Partner

(334) 289-0620

Naomi Allen
CPA
Partner

(334) 289-0620

Phil Mason
CPA
Of Counsel

(334) 289-0620

David Grizzard
CPA
Sr. Manager

(334) 289-0620

Jennifer Hall
Associate

(334) 289-0620

Johnny Gardner
Associate

(334) 289-0620

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.

Contact us today!

I am interested in … (check all that apply)
 

Individual tax services

 

Tax preparation for individuals, couples, and families

 

Optimizing returns now and in the future

 

Complex tax issues

 

Owing taxes

 

Avoiding red flags that can trigger an audit

 

Dealing with a random audit

 

Other

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