Individuals

Tax Preparation

We offer convenient income tax preparation for individuals. We understand that your time is valuable and we want to make the tax preparation process as easy for you as possible, while preparing your returns accurately and in a timely manner. We seek to minimize your taxes but taking all allowable deductions. We have a simple, streamlined process that you can do from the comfort of your home to save you from having to make multiple trips to our office. The process works like this:

  • You send us your prior year returns and we will provide a personalized organizer to help you gather the documents needed to prepare the returns.
  • You scan your tax documents from your computer or even your smartphone and upload them to your secure portal.
  • We can discuss any of your questions, concerns, or tax planning topics.
  • We prepare and review the returns.
  • We download the tax returns to your portal for your review. We will make any changes if necessary. You will have access to your returns and tax documents in your portal in case you ever need them.
  • We send you e-file authorization forms to sign electronically.
  • You can pay your invoice conveniently by a debit card or credit card.
  • We submit your returns to the government agencies.

 

We offer three individual tax preparation packages for you to choose from:

Silver – This is the basic package, which consists of simply the preparation of the return.

Gold – Includes the Silver package, plus tax planning, unlimited phone calls, and two meetings per year.

Platinum – Includes the Gold package, plus a financial plan review, and audit representation.

Please let us know which plan you would like and we will quote you a fixed price before we begin your work. We don’t want you to be surprised by your bill. The price will be based on the complexity of the returns and the package selected. If you have any questions about the packages or need a service that is not included in one of the packages, please let us know.

Get Started

First, click here to get the free e-book, Five Steps to Financial Freedom. You will receive it in your email shortly. You will be added to our e-mail list so that you will receive blog posts and other important information.

Next, click here to schedule a free consultation. Tell us a little about yourself and we will contact you to discuss your business or financial situation and our services.

Click on the links above to join our Facebook page, follow on Twitter, or connect on LinkedIn.