Accounting for Individuals
Working with Susan K. Bevil means more than meeting once a year to prepare a tax return. It involves building a continuing relationship based on trust and our understanding of your unique situation and goals. Proactive tax planning is a year-round endeavor that uses strategies to help you save money. We stay up-to-date on complex tax code and latest tax rules to minimize your tax obligations and help you make sound financial decisions. Any time you are ready to make a major decision—like buying a new home, a marriage, or moving retirement savings—call us to discuss the impact it might have on your taxes.
- Individual income tax preparation
- Tax planning and quarterly estimates
- Retirement planning
- Correspondence with taxing authorities
- Tax representation
Our services include:
