Individual Services

In 2010 IRS Commissioner Douglas Shulman admitted he does not file his own taxes in part because he believes the tax code is complex. During an interview on C-SPAN's "Newsmakers" program Shulman said he uses a tax preparer for his own returns. He is quoted, "I've used one for years. I find it convenient. I find the tax code complex so I use a preparer," Shulman said.

I quite simply don't know if there is any better advertisment for not preparing your own tax returns than what Mr. Shulman said.  Amazing...Thank you, Mr. Shulman!

Granted, the basic, two W-2 family with some interest and the basic itemized deductions should be able to get away with Turbo Tax or a here today-closed tomorrow production line tax shop, but once you have questions, rental properties, a small business, or stock options it is time to involve a professional.  One-size-fits-all Software is no substitute for good advice and professional assistance.  That's where we come in.

With our firm, your individual income tax returns are not built on an assembly line. We are YOUR tax preparers and being a small firm we make sure we become acquainted with you and carry this knowledge from year to year.  Since the same few people will be working on your return from year to year, you can become familiar and comfortable with the way we do things. And if your situation requires it we can create tailored strategies that will help you keep more of the money you’ve earned, and avoid paying any more tax than you have to.

We’re not just tax preparers, we’re tax professionals.

If you’re looking for professional, personalized help with your taxes call and let us know how we can help you.