Personal Tax Preparation Services

Filing taxes are the “necessary evil”, as the saying goes. Our job is to make that as painless as possible and help you stay in full-filing compliance on federal, state and local levels. Some of the advantages are the ability to purchase a home, refinance, apply for a personal loan or credit card, or plan for retirement.

Secure File Sharing

With secure links for uploading all of your documents, you can rest assured that your personal information is safe and held in strictest confidentiality.

Itemized or Standard Deductions

Give us all of your information and we’ll ensure you receive the best deductions possible to lower your overall tax liability.

Ease of Access

Enjoy ease of access to prior year returns, filed by our firm, for up to seven years.

Capital Gains

Capital gains from sale of stocks, cryptocurrency, real property, or other personal property? No problem. We’ll gather all necessary information from you to ensure proper accounting and reporting, as well as the lowest tax rate possible.