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Individual Tax Services

Careful tax planning is the most essential step in working with our clients’ income taxes. By minimizing taxes, we strive to improve our clients’ profitability. Whether you are an individual, small or large firm, established or start-up; we will identify the best possible strategies for reducing your tax liability within the limits of the law.

  • Preparation and Filing of Federal Tax Returns

  • Federal Withholding Review

  • Tax Effects of Proposed Transactions

  • Education Deduction/Credit Planning

  • Tax Effects of Marital Status Changes

  • Year-End Planning

  • Work with Your Investment Advisor to Select Tax Advantaged Investments

accountants spelling out "TAX" with their bodies

We Also Offer Business Accounting Services

Payroll Services

Simplify your administrative duties with customized payroll solutions.

Bookkeeping

Leave the paperwork and data entry to us, so you can focus on running your business. 

Quickbooks Support

Maximize the utility of QuickBooks for your business with help from our certified Quickbooks Advisors.

Accounting System Setup

Keep your business's books clean and organized from the start, so you don't have to do it later.

Stay in the Know

Check out these resources to stay up-to-date on all things financial. 

Insight Accounting Solutions team

Our Vision

Insight Accounting Solutions’ continued success lies in our ability to build meaningful relationships with our clients.

Meet the Team →