770-627-5255
Mon–Fri · 9 AM–5 PM · Kennesaw, GA
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Individual Tax Services

Personal Tax Preparation Done Right.

Accurate. Reliable. Personalized.
We make tax season simple with professional tax preparation tailored to your situation, so you can file with confidence and keep more of your refund.
Schedule an Appointment

Expert Guidance

Professional support for your unique tax situation.

Accurate Filing

We stay current with tax laws to ensure accuracy.

Maximize Your Refund

Take advantage of every deduction and credit you qualify for.

Personalized Service

We take the time to understand your needs and goals.

Our Individual Tax Services

Comprehensive Tax Services for Individuals and Families

A full range of individual tax services to help you file accurately, lower your tax bill and keep more of what you earn.

Personal Tax Preparation

  • W-2 employees
  • Multiple income sources
  • Dependents and families
  • Retirement income
  • Investment income
  • Deductions and credits

Self Employed & Gig Workers

  • 1099 contractors
  • Freelancers
  • Rideshare and delivery drivers
  • Schedule C filings
  • Expense deductions
  • Quarterly tax guidance

Homeowners

  • Mortgage interest
  • Property tax deductions
  • Home office deductions (if eligible)
  • Renting vs. owning guidance
  • Capital gains on a home sale

Students

  • Education credits
  • Tuition and fees
  • Student loan interest
  • First time filing support

Retirees

  • Social Security income
  • Pension and annuity income
  • Required minimum distributions
  • Retirement tax planning
What to Bring

Have a Smooth and Accurate Filing Experience

Bring these documents to your appointment, or upload them through the Client Center if you’re filing virtually.
  • Valid government issued photo ID (driver's license or state ID)
  • Social Security cards or ITINs for you, your spouse and dependents
  • W-2 forms from all employers
  • 1099 forms (contract work, interest, dividends, unemployment, etc.)
  • Income records (rental, retirement, investment or other income)
  • Social Security benefit statements (SSA-1099)
  • Health insurance forms (1095-A, 1095-B or 1095-C)
  • Mortgage interest statement (Form 1098)
  • Property tax records (if applicable)
  • Childcare and education expenses (Form 1098-T, daycare receipts)
  • Last year's tax return (if available)
  • Any other relevant tax documents
Upload Through the Client Center
Our Process

Simple. Secure. Stress Free.

We make filing easy from start to finish.
1

Schedule Your Appointment

Book online, by phone, or in person at our Kennesaw office.
2

Provide Your Documents

Bring your documents to your appointment or upload them securely through our client portal.
3

We Prepare Your Return

We review your information, ask questions if needed, and prepare your return with care.
4

Review and File

We go over your completed return with you, explain the details, and file electronically for a faster refund.

Ready to File Your Taxes?

Schedule your appointment today and get professional, reliable service you can trust.
Schedule an Appointment
Call 770-627-5255