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Services for Individuals

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Tax Services
We provide tax planning, preparation, and filing services that help you get the most out of your individual income tax return. Our experienced team is up to date with the most current tax laws and codes. The tax consequences of a major life change can be confusing. Let us help!
Household Payroll
Do you have people working for you at your home? Examples of household employees are caretakers, gardeners, and property managers. There are special rules that apply to household employers. If you need help keeping in compliance with these rules, contact us!
Bill Pay
Are you having trouble keeping track of what is owed to whom, and when? We offer Bill Pay services, and can help manage and pay your bills. We can also help maintain your check register.
FAQ for Individuals
Over 500 every day financial questions answered.