Individual Income Tax

The preparation of your income taxes does not have to be the daunting task that it seems to be.  We take time to get to know your and your financial and tax situation and carefully consider the reporting options available.

While most tax preparation companies can report your numbers on your return, and may even provide guarantees (for a price), we stand by our work completely and will make necessary adjustments free of charge (in most cases).  Also, you have the satisfaction of knowing that a licensed professional has prepared and and thoroughly reviewed your return and will be there to answer any questions or concerns that you may have.

If you find that you have a question where "Googling" it may not be the way to get the best answer, contact us!  We would rather you get the right answer the first time than try and perform damage control come April.

Income Tax Preparation Highlights

Skilled preparation of return by licensed CPA, regardless of income level or return complexity

Schedule A, Itemized Deductions

  • Deduction planning

  • State tax deduction consideration

  • Home office,  un-reimbursed employee expenses, medical expense analysis, and casualty loss calculations

Schedule C, Profit or Loss from Business

  • Automobile expense analysis.

  • Recordkeeping assistance, review, and solution setup

  • Employee benefit / retirement contribution analysis and calculation

Schedule E, Supplemental Income and Loss

  • Rental real estate reporting

  • Recordkeeping assistance, review, and solution setup

  • K-1 analysis, consideration of reporting options.

Payment Calculations

  • Return extension calculations

  • Estimated tax payment calculations - Safe Harbor method and Annualized amount due