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Individuals

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary.

Your Organizer is basically a filing template that ensures that we have the information that we need. It is tailor made to each of our clients and often shows data from the last period's return for reference. 

By taking the time to confirm you have all of your source documents—or at least discover what you need to attain—you ensure the accuracy of your return, and minimize your expense.

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Deadline for filling personal tax return, or an extension must be filed.

Should the date fall on a weekend or holiday, it extends to the next workday.

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“The hardest thing in the world to understand is the income tax”
- Albert Einstein


Fifty states, and fifty ways of doing things. Plus the complexities of doing business in multiple states? Not a problemwe've been doing it for years and have clients throughout the country. We're not interested in restricting our boundaries and neither should you.

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"If I had six hours to chop down a tree, I'd spend the first hour sharpening the ax."
- Abraham Lincoln

Being prepared for an upcoming tax deadline is relieving, saving you time and money. Additionally, with our premier Tax Preparation & Planning you can intelligently position your assets so you can maximize growth and minimize expense. We've been providing these services for over 35 years to businesses, individuals, and other CPAs who depend on our experience, knowledge, and contacts.

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This form outlines the terms of an individual tax engagement, our responsibilities as the preparer, and yours as the taxpayer. An engagement letter needs to be signed before your tax return may be prepared.

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Commingling Funds is more than messy accounting—it is dangerous. 

Paying personal bills, cashing checks to yourself when they were written to your business, or having shared bank accounts is an abuse of your corporate entity and may remove the protection of limited liability.

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