Individuals
- Individual tax preparation
- Tax planning to meet your changing family needs (new baby, aging parents, retirement, new business owner or consulting gigs)
- Sole Proprietor businesses (Schedule C) – Professionals with side consulting gigs
- Quickbooks assistance
- Estimate annual tax liabilities to help meet state and federal obligations and reduce surprises at tax filing time.
- Veterans and military families
- Out-of-State and Multi-State tax return preparation
- Amended Returns – as a service to our clients we review your prior year tax filings. If an amended return is needed, we can take care of that for you.
TESTIMONIALS FROM INDIVIDUALS
I have used Doreen Carter to file my taxes since 2014. I am a private home inspector and I love doing home inspections, but I hate doing taxes. And that’s why I love working with Doreen! She is aware of this and takes care of everything tax related! Doreen is patient, understanding and thorough. She is always available when I have any questions. Doreen knows the tax laws and knows where to find any deductions that I may be entitled to. She makes the process easy, and I would not consider anyone else! If you need a true professional and someone easy and very personable to work with, don’t hesitate to call Doreen!
My husband and I won’t go to anyone else to do our yearly taxes. We love working with Doreen because we know things will be done correctly, and thoroughly!! She is easy to work with, and is always helpful in letting us know if we need to provide more information to do our taxes or in answering any questions we may have!! We’ve worked with her individually as single people back in 2006 for me, and my husband (formerly boyfriend back in 2007). Doreen has handled all of our taxes through all of our life changes, (kids, home selling/purchases, investments, business ventures etc…) We don’t know what we would do without her help every year for our tax prep!!
I’m a sole proprietor and have been working with Doreen since 2018. I found accounting and money to be confusing and intimidating when I was first looking for an accounting service. I was looking for someone to help demystify the process, while still being approachable and responsive. Doreen covers that and more. She is quick to reply and has wonderful customer service. I know I can go to her for any of my questions related to my sole proprietorship and business needs!