Individual Tax Consulting and Planning
Individual Tax Consulting and Planning
Individuals contact our office regularly throughout a year for various reason including but not limited to:
Additional Copies of Tax Returns
Tax Consulting for Financial Events
Questions regarding W-4’s for new jobs or changes in filing status
Recommendations on withholdings from pensions, life insurance policies, retirement account income.
General advice concerning possible taxable events and financial situations
We always provide these additional services at no cost to our current tax clients. We want to build a relationship with our clients that continues on outside of tax season.