Individuals
Want a tax advisor with 15+ years experience? Need to schedule a tax appointment during work hours which enables you and your spouse to attend from different locations? Would you like to avoid the hassle of finding a babysitter for your appointment? No problem. Welcome to the Online Advisor difference! Individual Tax Services
- Federal & State Personal Return Preparation
- Multi-state Personal Return Preparation
- Tax Planning with Retirement Plans
- Electronic Filing & Direct Deposit/Withdrawal
- Tax Planning Services For: Stock Options, Divorce, Stock Sales, Real Estate Investments, Maximizing Itemized Deductions – Non-cash Charitable Donations, & Disabled Taxpayers is a partial list of planning topics
- Paperless Document & Information Storage
- Review and/or Amendment of Prior Year Returns
