Personal tax services
Hand your taxes to people who care about getting them right — and about saving you money.
Your personal taxes, handled start to finish
Personal taxes can get complicated fast. Rental income, K-1s, stock sales, retirement distributions, crypto, multi-state income, education credits — each comes with its own rules and deadlines.
Our focus is simple: keep your affairs in order, make sure you pay the right amount of tax (and not a dollar more) and deal with the IRS and the Mississippi Department of Revenue for you, so you don’t have to.
Your tax team
You’ll have a dedicated advisor who gets to know your situation and watches for changes that could affect you.
We can help with
- Federal and Mississippi income tax returns
- Multi-state and part-year resident returns
- Rental property and K-1 income
- Stock, crypto and investment sales
- Retirement distributions and Roth conversions
- Education, child and energy credits
- IRS and state notices and audits
Not everyone has complicated taxes
If your situation is straightforward, our service is too. We offer simple flat fees for simple returns, with the same care we give our most complex clients.
Amended returns & missed refunds
Missed a deduction or credit on a prior return? We’ll review up to three years back and file amended returns (Form 1040-X) to claim the refunds you’re owed.