You determine which services you need.
Individual Income Tax Compliance
We are current on all tax laws and regulations to insure our advice and compliance are aligned to the best possible tax scenarios allowed by law. Tax minimization is our goal. We also handle all IRS or state correspondence with decades of experience, including tax compromises and installment plans.
File with drop-off or mail. Drop-off or mail us your tax documents to either our Michigan or Florida office, or wait while we scan them.
File without a visit. Can’t come to our office? Upload your tax docs and we’ll do the rest.
Individual Tax Planning
We can add periodic tax planning consultations throughout the year or prepare tax analysis calculations for different event scenarios. You don’t have to wonder “What are the tax implications if you sell an asset”. We can answer those questions and more!
Daily Money Manager
As your Daily Money Manager we can help you with your personal household bill paying and record keeping by doing the day-to-day financial tasks. We help a variety of people ranging from elderly clients to those simply too busy to maintain total control and accuracy of their financial needs. Save time, feel secure. Let us handle the tedious financial paperwork. This service also includes an accurate annual individual income tax return at year end.