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Individual Accounting Services

Individual Tax Service Designed for Busy People

Our Individual Accounting Services are designed to help busy families manage their finances and grow their wealth with confidence and peace of mind. We provide individual tax planning, tax consulting and income tax preparation, as well as estate planning and estate trust preparation and planning. Our personal services are designed to work together with our business services, allowing us to partner with clients and coordinate their business and personal lives in order to meet all their goals.

Recent Articles

What to Do If You Owe Taxes to the IRS

What happens when you file your taxes and discover that you owe money to the IRS? What are your options? What about when the amount owed is greater than you can afford at the moment? Luckily, there are several options for both scenarios. Before we get into the...

Tax Deductions for Homeowners After TCJA

As the values of homes around the country continue to rise, as well as the cost of rent, home ownership looks more and more appealing. In the past, homeowners have been able to deduct certain expenses on their tax returns. Yet, with the Tax Cuts and Jobs Act of 2017...

Essential Money Moves to Make Before the Year’s End

The end of 2018 is quickly approaching, but there are a few key money moves you should make before the new year, especially in light of the Tax Cuts and Jobs Act. The higher standard deduction means more Americans will ditch itemizing their 2018 federal tax returns....

Connect with Your Advisors

Daniel L. Kittell, CPA
Peter A. McAllister, CPA
Stephen E. Reed
Jean A. Miller
Amanda O'Brien
Tiffany M. Evans

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