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Financial Literacy

Individual Services

Personal tax preparation, planning, and advisory services with real people, not just software. Trusted by individuals and families since 1992.

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We Understand Your Needs

Life is complicated. Your taxes shouldn’t be. We help individuals, families, and sole proprietors manage their personal finances with confidence. Whether you need one-time filing support or year-round planning, our team provides clear answers, strategic guidance, and responsive service every step of the way.

How We Help

Tax Preparation

  • Federal, state, and local return filing

  • Support for multi-state income, self-employment, and small business taxes

  • Timely and accurate submissions to avoid penalties

 

Tax Planning

  • Strategies to reduce your tax liability year-round

  • Guidance for life changes like marriage, dependents, or buying a home

  • Proactive planning to keep you ahead of tax law updates

 

Financial Advisory

  • Personalized guidance on estimated tax payments

  • Retirement contribution and education savings strategies

  • General financial wellness check-ins and planning

 

IRS Support

  • Assistance with audits and IRS correspondence

  • Setup and negotiation of payment plans

  • Translation of IRS notices so you understand your next steps

Contact Us Today!

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