For Individuals & Families
Careful tax help for individuals and families.
Accurate returns, clear answers and planning that looks ahead. Meet with us at one of our offices or work with us entirely online, wherever you live.
Three ways we help
File it right, then plan what is next.
Most people start with the return. Planning is what changes the number next year, and if you are settling an estate there is a separate set of returns that comes with it.
Tax Preparation
Your return, prepared right
Federal and state returns for individuals and families, prepared carefully and explained in plain English. Call us or send a message and you will know what to expect before we start.
Tax Planning
Plan ahead, owe less
From a one-time projection to full year-round planning. Pick the level that fits, from a simple look at where you stand to a full strategy that runs alongside your return.
Trusts & Estates
Returns for estates and trusts
If you are an executor or trustee, there are tax returns that come with the role. We prepare the fiduciary returns, handle the beneficiary K-1s and keep the deadlines off your shoulders.
Who we work with
Most returns are not as simple as they look.
If any of these sound like your year, it is worth having someone look at it properly.
- A first return, or a simple one you want done right
- Families juggling dependents, childcare and education costs
- Retirees and anyone approaching retirement
- Rental property income or investment activity
- Self-employment, side income or freelance work
- A year with a major event: sale, inheritance, job change or move
What to expect
No long forms and no guessing.
1
Send us your documents
Upload them through the secure portal, or drop them off at one of our offices. Both work the same on our end, so pick whichever is easier for you.
2
We prepare and review it
We put the return together and walk you through anything worth noting, in plain English, before we file.
3
You approve, we file
Once you have reviewed everything and are comfortable, we submit and send you the confirmation.
The team behind your return.
Real people at our three Western New York offices, working with clients across the country and overseas. See who we are
Have a question about your taxes?
No pressure and no sales pitch. Ask it and we will give you a straight answer, whether or not you become a client.