Individual tax planning and preparation is more than just dropping numbers into a software program. It’s one that we are experts at navigating. We keep a sharp eye on tax law changes and evaluate the impact on the individual, their estate and future generations. We take the time to accurately cover all aspects of your tax return to ensure the maximization of your tax savings, both now and in the future.
Individual Tax Services
- Individual Tax Planning and Projections
- Individual Federal, State, and Local Tax Return Preparation
- Tax Optimization Analysis
- IRS Audit Assistance & Defense
- Estate, Trust and Gift Tax Return Preparation
- Estate and Asset Management Planning
- Retirement and Financial Planning
- College Planning Services
Located in Palm Harbor, Florida, DAT CPAs is happy to provide you with fast, accurate and reliable individual tax services at the most affordable rate and will make sure you pay the right amount of tax and not a penny more.
We are committed to finding and applying all of the tax benefits for which our clients qualify according to IRS statutes. Every tax return starts with a thorough checklist of credits and deductions which may apply to you. After reviewing the checklist and your personal circumstances, the tax return is prepared and reviewed in detail to ensure that you are paying only the correct amount of tax.
Want to learn more about our individual tax services? Call today at (727) 742-0384 to schedule your free initial consultation or simply contact us here.