Individual Tax Servces

Individual tax preparation is the emphasis during the traditional tax season. Joe keeps up-to-date with new tax laws and uses his tax knowledge to take advantage of tax breaks that may lower client’s taxes. He makes every effort to prepare accurate tax returns. Joe is available year round for consultation if a tax agency should require information or if a client’s tax situation changes. He assesses each client’s situation to determine if tax planning or investments can benefit the client’s tax or personal financial situation.