Individual Planning, Consulting and Filing

A failure to plan is a plan for failure. We provide the best plan to set you up to minimize your tax liability and show you how to keep your hard earned money.

Annual Filing

We guide you through the increasingly complex tax code to find credits and deductions. We prepare and eFile your returns and offer many different options to receive your refund.

A Second Look

We’ll look through past returns to find instances where you’ve overpaid and file the appropriate paperwork so your money can be returned to you.

Adjustments, Losses & Itemized Deductions

Did you work from home this year? Capital gains and losses? We’ll help you rifle through that shoebox of receipts to ensure you’re only paying the taxes you owe.