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TAX SERVICES FOR INDIVIDUALS, FAMILIES, & TRUSTS

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When it comes to tax preparation, you need a CPA can rely on. Our experienced team of tax experts specializes in assisting individuals and families in navigating the complexities of taxes. We take a personalized approach to every client, ensuring that you receive the attention and care you deserve. Contact us today to learn more about how we can assist you in making your tax filing a breeze.

Our modern, flexible approach to tax preparation is designed to make your tax return process quick and painless. Our process includes:

  • A personalized online portal where you can submit your tax documents and access your historical records anytime. Our portal is secured by the latest encryption technology to keep your personal data safe.

  • Your work will be completed by qualified tax professionals in our office. We never outsource your tax work or share your information with outside third parties.

  • Electronic tax return signing & filing.

  • Optional in-person, Zoom, or telephone meetings with one of our tax specialists to review your return & answer your questions.

  • A customized client experience tailored to your specific needs.

  • Transparent, up-front pricing provided before your project begins.

Taxes can be a significant financial challenge for individuals & families. As the tax code increases in complexity, it can become more difficult to plan for taxes & avoid surprise tax bills.

 

Our firm is dedicated to helping you tackle this challenge with confidence and ease. Our team of experienced CPAs and tax professionals are well-versed in tax planning and can assist you in developing a strategy that is tailored to your unique needs. With the right guidance, you can take control of your finances and achieve your financial goals. Whether you are simply estimating your tax liability, planning around a specific transaction, or planning for a significant life change, contact us to help you navigate the complex tax landscape with professionalism, expertise, and a commitment to your success.

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Pricing: 

Our minimum fee for individual income tax returns is $500.

 

Our minimum fee for fiduciary income tax returns is $900.

Actual pricing depends on complexity and requires a custom quote. 

Additional fees may apply for add-on services. These fees will be outlined in your custom quote.

Tax planning services are billed at our standard hourly rate of $250/hr.

Contact us for your customized quote

Call 559-409-4128

or

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