Individual Tax Preparation Services

Tax Preparation

We prepare federal and state income tax returns, which may include closing your small business’s books for the tax period and recording necessary closing accounting entries for:

• Individuals
• Trusts and Estate

New to Tucker & Company?  Save time by downloading our free Tax Organizer to guide you through gathering the financial documents and information we’ll need to start preparing your tax return.  Also, when you hire us, we’ll ask you to sign these forms – feel free to print and sign them before you come in.  More information about these documents is on the forms page.

Advisory Services

Individuals require much more than tax preparation to stay ahead of tax law changes.  We specialize in identifying strategies to maximize tax savings for our clients.  Some services we offer are:

• Tax Planning
• Estate and Gift Planning
• Retirement Planning

In addition, you can depend on us for representation on matters and compliance issues with tax authorities.