Individual Tax

Tax Services

We offer a full range of tax planning and compliance services and prepare all federal, state, and local tax returns for individuals. Our individual clients pay a flat fee that includes all of the following.

  • Secure Online Client Account
  • All Federal Forms 1040s
  • Schedule A - Itemized Deduction
  • Schedule B - Interest/Dividend (Up to 10)
  • Schedule C - Profit/Loss From Business (Up to 3)
  • Schedule D - Capital Gains and Losses
  • Schedule E - Rental Property/K-1  (Up to 10)
  • Schedule H - Household Employee (Up to 2)
  • Schedule SE - Self-employment Tax
  • State tax Returns (Up to 4)



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