Individual Tax Services

Individual Tax Services

Personalized tax services tailored to your unique financial situation. Whether you're an employee, freelancer, or investor, we ensure you pay only what you owe.

Beyond Simple Filing

Tax software can handle the basics, but it can't ask the right questions to uncover hidden deductions. Our personalized approach ensures every aspect of your financial life is considered.

From complex investment portfolios to rental properties and freelance income, we have the expertise to handle even the most complicated tax situations with ease.

Financial advisor with clients

Planning for Your Future

We don't just look at what happened last year; we help you plan for next year. Our proactive advice helps you make financial decisions that will lower your tax bill in the future.

Whether you're planning for retirement, saving for a child's education, or buying a home, we help you understand the tax implications of your life choices.

Couple planning finances

Why Choose Us?

We deliver value beyond just compliance. Here is how we help you succeed.

Benefit 1

Itemized Deduction Maximization

Benefit 2

Rental Property Analysis

Benefit 3

Stock & Crypto Reporting

Benefit 4

Retirement Planning Advice

Benefit 5

Education Credit Optimization

Benefit 6

Review of Past Returns

Our Process

A simple, transparent journey from start to finish.

1

Information Gathering

Submit your documents via our secure portal or in person.

2

Analysis & Preparation

We professionally prepare your return and look for all eligible credits.

3

Review & File

You review the completed return with us before we electronically file it.

Common Questions

Everything you need to know about our service.

Do I need to file?
Filing requirements depend on your income level, age, and filing status. We can quickly determine your requirement.
How do I report stock sales?
We will need your 1099-B forms from your brokerage to accurately report capital gains and losses.
Can you help with IRS notices?
Yes, we can explain the notice and help you respond efficiently to resolve any issues.
What if I missed the deadline?
We can help you file late returns and minimize any potential failure-to-file penalties.

Ready to Optimize Your Finances?

Join hundreds of satisfied clients who trust Sg fintax advisors LLC with their financial future.