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Individual Tax Returns

Tax planning starts with knowing when you need to ask for guidance. Advance Accountants can help you take advantage of tax opportunities whether you’re just starting your career, or are ready to launch your big idea.

We’re committed to addressing what matters most to you:

  • Saving on taxes
  • Advice for major events (marriage, home, children, business structure, aging parents, and retirement)
  • Capitalizing on tax law changes
  • Protecting your resources
  • Making smart investment decisions
  • Dealing with the IRS

Advance Accountants helps thousands of people file a simple tax return every year. For many, that’s all they need. But when you’re ready to start a family, invest in a home, or turn your passion into a business, we can help you prepare for those major milestones, too.

We make it easier for you to take that next big step by identifying the tax incentives and deductions that can help you progress. Above all, we listen to you — and then we build a tax plan designed to meet your ever-evolving needs.

  • Business tax planning
  • Gift, estate, and charitable giving strategies
  • Individual income tax return preparation and projections
  • Personal financial and retirement planning
  • Updates on tax law changes and related opportunities