Individual Services Great for anyone in the need for Tax Preparation Tax Projections Budget Planning & Projections IRS Representation Tax Notice Assistance Estate, Trust & Gift Tax Preparation Retirement Planning Investments Our team is committed to providing individualized attention to detail on a wide range of individual financial and tax needs. Together, our team has over 50 years of tax and accounting experience. We pride ourselves on knowing our clients and their families, unlike some of the national tax prep businesses. We are always available, even after April 15th. Stop in or call with any questions or concerns.