At J&A, we have decades of experience of providing exceptional tax preparation services for individuals, including the preparation of federal and state income tax returns.  We go above and beyond just preparing a tax return.  We are also here to respond to federal, state, or local taxing authorities.  As well as, provide assistance should a return be selected for audit.

Services for Individuals:

  • Individual income tax returns – federal and state
  • Gift tax returns
  • Amended returns
  • Assistance with tax notice responses and audits of tax returns
  • Assistance for late / non-filers
  • Estimated tax payments
  • Year-End planning
  • Stock options exercise / sale planning
  • State residency requirements
  • State filing requirements for military and their spouses
  • Elder planning and services