Individual Tax Services

Individual Tax Services

–          Current year income tax filings – Federal, State & Local

–          Estate, Trust & Gift tax filings

–          Prior year income tax filings:  It’s okay!  We understand that sometimes these things just get behind you. Don’t be embarrassed, just be proactive and call to set up an appointment so we can review your situation and determine the best course of action.

–          Property Tax Rebates

–          Tax planning/Quarterly Estimated Tax Calculations: One of our specialties!  We love to help plan for the current year and subsequent years to see if there is something we can do to minimize taxes. In addition, we can get you set up on a quarterly schedule for paying taxes, if this is something you are required to do. We can also tell you how to adjust your withholdings so that you do not get penalized for underpayment of taxes. Not sure if any of this applies to you?  Give us a call and we can discuss your situation to see if you could benefit from this service.