As a Certified Public Accounting firm, we manage the tax needs of individuals, ranging from standard tax returns for homeowners to more complicated filings for entrepreneurs and investors with multiple sources of income and income in multiple states.
By drawing on a deep understanding of each client’s objectives and circumstances, we help clients:
- Maximize deductions and credits, including those relating to homeownership, business ownership, and changes to your family situation
- Effectively use tax-advantaged accounts for retirement, college savings, and healthcare
- Streamline and simplify recordkeeping
- Improve tax efficiency of investment income