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Leading the charge in advisory servicesforward-looking planning for your personal and business needs

Maintenance Individual Individual — Essential

Individual — Essential

A tax return, a pen and a cup of coffee on a desk

The baseline for an individual return that carries self-employment, rental or farm income. We prepare and file the personal return each year, and you have us on the phone and email through the year for the questions that come up in between.

Tax Related Maintenance Fees

  • Personal tax return (per year)