What We Offer Individuals

This is the section where most CPA websites list every single tax service they do.  We prepare this, that, those and the other thing.  Then they will go on and paint a picture of themselves as tax magicians, pulling refunds out of a hat.  Nah...that's not for us.  We're not interested in working with people who are impressed with smoke and mirrors.  Our clients are more sophisticated and are already familiar with what a CPA does.  What our ideal potential client may not know is what WE do.

I have personally been preparing individual income tax returns since 1990.  My client list has single and family taxpayers with adjusted gross revenues between $50,000 and $1,750,000.  Most have one or more homes, kid(s), child care costs or college costs and itemized deductions.  A good number have stock option activity, one or more rental homes, securities transactions and small business reportings.  We regularly prepare returns for 15 different states for our clients who are employed in and pay taxes to multiple states.  I've even prepared Canadian and Australian tax returns.

All of this translates into a vast amount of intellectual property available to the office.  While I can't claim to have done it all I can say I have done a good amount and what we haven't done we can figure out.  SO, what I'm saying is that if you have a tax situation, bring it on.  We can handle it!