At Milestone Certified Public Accountants, we provide more than just tax filings—we offer personalized individual tax services built around your life, goals, and future. Whether you’re an employee, retiree, investor, or managing multiple income streams, we deliver clarity, compliance, and confidence. We go beyond the basics to provide guidance on federal and state income taxes, long-term tax strategy, and IRS representation—all from a trusted team of professionals who treat your financial well-being as our priority.
We offer mid-year and year-end tax projections to help you understand your expected tax liability. This gives you time to plan and avoid unpleasant surprises.
We identify and apply for tax credits your business may qualify for, including R&D, energy efficiency, and employee retention credits. These can significantly reduce your tax bill and improve cash flow.
We develop customized, forward-thinking tax strategies to help individuals and businesses minimize their tax liabilities. Our proactive approach ensures you’re making informed financial decisions throughout the year—not just at tax time.
We offer mid-year and year-end tax projections to help you understand your expected tax liability. This gives you time to plan and avoid unpleasant surprises.
We identify and apply for tax credits your business may qualify for, including R&D, energy efficiency, and employee retention credits. These can significantly reduce your tax bill and improve cash flow.
We develop customized, forward-thinking tax strategies to help individuals and businesses minimize their tax liabilities. Our proactive approach ensures you’re making informed financial decisions throughout the year—not just at tax time.
Individual Tax Preparation Services Include:
We go beyond the basics to provide guidance on federal and state income taxes, long-term tax strategy, and IRS representation—all from a trusted team of professionals who treat your financial well-being as our priority.
Accurate federal and state tax return preparation
E-filing and direct deposit options
Optimization of deductions and credits
Audit representation and communication with the IRS
Resolution strategies to minimize penalties or taxes owed
IRA and Roth contribution strategies
Required Minimum Distribution (RMD) planning
Adjust strategies as income or life changes occur
Prepare for capital gains, bonuses, and self-employment taxes
Expatriate tax preparation and FBAR filing
Schedule Your Personalized Tax Review Today
With Milestone CPAs, you can have peace of mind knowing that your taxes are in expert hands.
