Tax Services – Individual

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. As much as the numbers matter, we also focus on making your annual tax filing as stress-less as possible. Potential tax savings are not the only thing we are after. We seek to save you time, energy, and stress that comes every year from filing your annual tax returns, federal and state. 

After all, tax accountants really are taking your life situation and putting it into a mathematical formula. Sometimes, even the smallest detail can make a difference to your bottom line. We find having a good relationship with a tax preparer can make a difference, especially when the following life events occur:

  • Attending College
  • Getting Married
  • Having a Baby
  • Dependents Starting College
  • Moving In State, Out of State or Another Country
  • Changing Jobs or Careers
  • Buying/Selling a Primary Residence
  • Starting a Business
  • Buying/Selling Investment Property
  • Gambling Winnings
  • Medical Issues
  • Managing Debt and Bankruptcy
  • Supporting Family Members Financially
  • Gifting and Being Charitable
  • Foreign Income
  • Business Succession Plan
  • Planning for Retirement
  • Taking your Required Minimum Distribution
  • Indirect/Direct Rollovers of Qualified Plans
  • Setting Up your Estate Plan
  • Spouse or Relative Passing
  • Receiving an Inheritance
  • Settling an Estate or Trust

As you can see, there are more years than not when having an established relationship with a tax specialist would benefit you, not only in your wallet, but for peace of mind. At A-Zed Taxes, we like to create and build those relationships with you, to maintain continuity through these life events. 

We also understand that (and this might sound crazy), these life events happen all year round, not just during tax season. Unlike retail and online tax programs, you will have access to our team all year, either in-person, by phone, or through a virtual platform. So, don’t hesitate to call or send us and email.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Return to Top

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Return to Top

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Return to Top

Being Connected

Not only do you have access to us for your tax filing needs. You have access to several other professionals in different fields who we have worked with in the past. Whether you need a realtor, lawyer, or financial planner, we can bring a team of experienced professionals to assist you in accomplishing your financial and personal needs.

Return to Top

Call today to schedule an appointment!