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.