Individual Solutions

Tax Preparation

With every visit, you can rely on the same expert advisor, who is committed to achieving the best possible tax outcome for you. We complete annual specialized training to keep us at the top of our game. 

ITIN Request

You can apply for an ITIN and we, as the Certified Acceptance Agent (CAA), will verify your supporting documents and issue a Certificate of Accuracy (CoA). The benefit is that you do not need to send original documents to the IRS. We will submit copies of your documents along with your ITIN application to the IRS for you. 

Tax Planning

We'll help prepare you - for what to expect now and in the future. Together we'll create a plan to help you contr​ol the outcome of your tax return. 

Client Comminucation

In an effort to provide our clients with security, flexibility, and convenience we have introduced a client portal. By having this access you can expect to:

  • Upload securely tax documents
  • Communicate and schedule appointments with your tax advisor
  • Have year round access to your tax documents and filings

Important Links