Individual Tax

We not only prepare tax returns for individuals, but we plan with them throughout the year.  We help them consider the tax effects of decisions related to selling assets, making business investments, planning for inheritance, saving for their children’s education expenses, itemizing deductions, and many more.

Your individual tax strategies, if enhanced, can potentially save you tax dollars.  For example, we can work with you to group deductions, plan to time income and deductions, and help you set up an appropriate tax advantage plan for saving for your children’s future education expenses.

We will also review your tax return from prior years for opportunities to save money.  Make an appointment to visit with us today!  620-431-7000.