Individual Tax Services

"For Every Step of the Way"

We service companies and individuals of all sizes. Right now, file your individual taxes for FREE with a qualifying 1040EZ.

Individual Tax Returns

File your personal taxes with us to recieves your maximum refund.

Individual Tax Planning

We can help you stay ahead and help lower your tax liabilty.

Financial Statements

Get a year end report from compilations of statements and keep organized while staying on track.

Estate Planning

You’ve worked all your life to provide for yourself and your family. When you pass away, you want your assets and possessions to be distributed to the people and organizations you cared about in life. We will help in preserving and transfering the maximum amount of wealth allowed by law to your intended beneficiaries. Tax codes that in regard to estates are complex and constantly changing, so you should consult an experienced tax consultant to plan the best way to pass on your precious property.

Personal Financial Planning

Personal Financial Planning Disclaimer
While a personal financial planner can help individuals create a solid financial strategy and analyze their accounts and credit standing, they cannot guarantee that their investment advice will be 100 percent accurate. It is still up to the individual to review their investment options and allocate their financial resources using their best judgment. Personal financial planners are a resource for those who want to learn how to create a budget, plan for retirement or take control of their debts.

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If you prefer give us a call at 407.362.1558

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