At J&A, we have decades of experience in providing exceptional tax preparation services for individual federal and state income tax returns. Our tax professionals go above and beyond simply preparing a tax return– we respond to federal, state, and local taxing authorities, and offer continued support 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