Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Individual
Individual — EssentialThe baseline for an individual return that carries self-employment, rental or farm income. We prepare and file the personal return each year, and you have us on the phone and email through the year for the questions that come up in between.
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Individual — FullThe individual return with a second tax meeting added mid-year, so planning happens twice rather than once. Includes the return review, plus the accounting, payroll and 1099 support that keeps the underlying records straight.
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