Individual Tax Services

Filing your income taxes accurately and on time matters more than most people realize. Missed deductions, incorrect filing status, or overlooked credits can cost you hundreds or thousands of dollars. Myers Tax & Advisory Services Group prepares your return with care and precision — ensuring you pay exactly what you owe, and not a dollar more.

We handle all levels of complexity, from simple W-2 returns to complex situations involving investment income, rental properties, self-employment income, and multi-state filing requirements.

What's included:

• Federal and state income tax returns (Form 1040 and applicable schedules)
• W-2, 1099, and investment income reporting
• Retirement income (IRA, 401k, pension distributions)
• Rental property income and expenses (Schedule E)
• Self-employment income (Schedule C)
• Capital gains and stock sales
• Multi-state returns (if applicable)
• Education credits and deductions
• Itemized deductions (mortgage interest, charitable contributions, etc.)
• Prior-year return review upon request

Tax preparation is what happens after the year ends. Tax planning is what happens before — and it's where the real savings are found. At Myers Tax & Advisory Services Group, we take a proactive approach to your tax situation year-round, not just at filing time.

We help you understand how financial decisions — selling investments, retiring, converting to Roth, starting a business, making large purchases — affect your tax liability, so you can make smarter choices throughout the year.

Planning services include:

• Year-round tax strategy and projections
• Estimated tax payment calculations
• Retirement account contribution strategy (IRA, Roth IRA, SEP-IRA)
• Roth conversion analysis
• Capital gains timing and harvesting
• Life event planning (marriage, divorce, new baby, home purchase)
• Charitable giving strategies
• Multi-year tax projections

Receiving a notice or audit letter from the IRS is stressful. Most taxpayers don't know how to respond — or they respond improperly and make the situation worse. As your CPA, we handle all IRS communication on your behalf, protecting your rights and working toward the best possible resolution.

IRS assistance includes:

• IRS notice interpretation and response
• Audit defense and representation
• Back tax resolution and payment plans
• Penalty abatement requests
• Amended return preparation (Form 1040-X)
• IRS correspondence management