Individual Tax Services
Bradstreet CPAs understand that taxes can be complicated, frustrating, and always changing. We are here to make preparing your individual tax returns as simple as possible by assisting with required filings and maximizing your tax savings. We are available year-round to answer your questions and encourage you to ask about any life events that may have tax implications.
We have assisted individuals with:
Investment properties / rentals
Family owned businesses
Retirement plan tax considerations
Stock sales–short & long term capital gains
Quarterly estimated taxes & tax safe harbors
Tax planning / projections
IRS correspondence & resolution
Pass-through tax documents (Forms K-1)
Multi-State filings and compliance
Our team of tax preparers and CPAs works throughout the year to stay up to date with tax law changes and communicate them to our clients. For every individual, we seek to maximize tax savings, identify current and future tax reduction opportunities, and ensure they stay compliant and timely on their tax filings and payments.
To make the process of filing your taxes as painless as possible, we deploy the latest technology that makes sending information back and forth simple and secure through your own client portal. Once your taxes are complete, our firm utilizes e-signature tools, your portal, and taxing agency e-file capabilities to finalize the process.
Are you looking for a simpler, friendlier, more proactive approach to filing your individual tax returns? Let us know how we can help you!