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Personal Taxes / e-Services

Personal Taxes / e-Services

Keep more of what you earn!

We work with you one-on-one, sharing our knowledge and experience, delivering quality work, and developing lasting relationships that have our clients returning year after year.  Every client’s situation is unique and we never forget that. 

Our dedicated tax department monitors what’s going on in Washington throughout the year.  We use tax strategies that take advantage of the latest laws and legislations. We have successfully built our practice by helping our clients lower their taxes, taking advantage of all deductions and credits available.

Our individual tax services include:

  • Preparation of individual Federal and state tax returns
  • Analysis of the tax consequences of specific transactions, including recommendations and alternatives to achieve the best after-tax results
  • Retirement planning
  • Estate and gift returns and planning
  • Valuation for estate, marital and probate matters
  • Personal financial planning

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 Testimonials

"We not only succeeded in reversing our financial dilemma, but also established an exciting, new open line of company-wide communications."

Margaret Koogle, Lilypons Water Gardens
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"During the Strategic Performance Management (SPM) facilitation sessions, I was really surprised by my employees’ enthusiasm. My involvement in day-to-day operations and my stress level have decreased significantly."

Eddie Henline, Glass and Mirror Services, Inc.
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"Those accurate financial statements have been essential in NaturaLawn successfully opening up new franchise locations throughout the United States."

Phil Catron, NaturaLawn of America
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"I appreciate the thoroughness. I can speak intelligently and with confidence with the information provided by you."

Rob SilkMCS Graphic Productions [Business Valuation Summary]
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