We provide comprehensive tax preparation services designed to maximize your returns
while ensuring full compliance. Our detail-oriented approach helps individuals navigate
complex tax situations with confidence.

Core Tax Preparation Services:
 Personal Income Tax Returns
 Self-Employment Tax Filing
 Investment Income Reporting
 Rental Property Tax Management
 Multi-State Tax Returns
 Tax Planning & Strategy

Financial Documentation Support:
 W-2 Income Processing
 1099 Income Management
 Investment Income Tracking
 Retirement Account Distributions
 Educational Expenses
 Charitable Contributions
 Medical Expenses
 Mortgage Interest

Our Approach: We take a thorough, personalized approach to your tax situation:
 Comprehensive Income Review
 Deduction Optimization
 Credit Identification
 Documentation Organization
 Electronic Filing
 Year-Round Support

Key Benefits:
 Maximum Deduction Identification
 Audit Risk Minimization
 Electronic Filing
 Quick Refund Processing
 Year-Round Tax Planning
 Document Organization
 Future Tax Planning
 Strategic Financial Support
Specialized Tax Services:
 Rental Property Tax Management
 Investment Income Reporting
 Self-Employment Tax Planning
 Retirement Distribution Planning
 Education Expense Planning
 Healthcare Expense Management
 Charitable Giving Strategies
 Multi-State Tax Compliance
Additional Tax Support:
 Quarterly Estimated Payments
 Prior Year Returns
 Tax Resolution Services
 IRS Correspondence Support
 State Tax Requirements
 Life Event Tax Planning
 • Marriage • Divorce • Home Purchase  • Retirement • Business Start-up

Year-Round Tax Planning:
 Tax Liability Projections
 Withholding Adjustments
 Investment Tax Strategies
 Retirement Planning
 Estate Tax Considerations
 Education Funding Strategies