Individual Tax Services
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We have a wealth of services to assist you either way.
Onboarding
This service is for both Personal and Business taxes. An onboarding call is for new (and existing) clients who are ready to have their taxes prepared by us, but have questions about their particular situation or the tax filing process in general.
During this call, we will gather some basic information from you, explain the process and answer any questions you have. Once the call ends, we send you the link to get started.
INDIVIDUAL
Individual Tax Services
We offer a full range of tax planning and preparation strategies that keep you on track to your financial goals. Our individual tax services include but are not limited to:
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Free quotes & consultations
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Individual Tax Preparation
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Non-Resident Returns
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Retirement Planning
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Education Planning
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Strategic Tax Planning
INDIVIDUAL
Paycheck Checkup
It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.
A Paycheck Checkup can help you see if you’re withholding the right amount of tax from your paycheck. Too little could mean an unexpected tax bill or penalty.
INDIVIDUAL
Retirement Review
Many of our clients have requested a review of their retirement plans. This service includes a review of retirement goals and investments to help create focus and planning. This includes recommendations only, no trading.
The cost for this service will range from $75-$250, depending on the amount of review involved. The $75 charge paid in advance is a deposit. Any additional fees due will be communicated before any work is done. This is seperate from tax preparation.
