When you work with our experienced team, we take the time to understand your tax situation and prepare your return carefully and accurately.

We can help with:

• Federal and state income tax returns
• Multiple sources of income
• Self-employment and business income
• Investment and rental property income
• Itemized deductions and available tax credits
• Estimated tax considerations
• Extensions and prior-year returns
• Tax situations involving major life changes

Tax returns can become more complicated as your financial life changes. Our job is to help make the process easier, answer your questions, and prepare a return that reflects your complete tax situation.

Working with an experienced tax professional means having someone who understands your complete tax situation—not just software that fills in forms.

Benefits include:

• Careful preparation and review of your tax return
• Identification of deductions and credits that may apply to you
• Guidance when your tax situation changes
• Help understanding what you owe and why
• Year-round support when tax questions arise
• A team that knows your history and can help you plan ahead

Our relationship doesn't end when your return is filed. When appropriate, we can also help you identify opportunities for proactive tax planning throughout the year.

Individual tax return fees vary based on the complexity of your return and the work required.

Factors that may affect your fee include:

• Number and type of income sources
• Business or rental activity
• Investments and capital gains
• Multiple-state filing requirements
• Additional schedules or forms
• Condition and completeness of your tax records

Individual tax return preparation starts at $695.

We’ll review your situation and provide pricing based on the work required before we begin.