INDIVIDUALS

Personal Accountant & Tax Return Help for Individuals

Tax preparation for individuals is a unique process at Watkins and Company, and one that we feel centers around the needs of our clientele. We are here to make things easier and more convenient for you, which is why we offer the following services tailored specifically for individuals.

• We understand you are busy: receiving a customized document checklist to assist you in the gathering of your information
• We know you hate the post office: delivery of those source documents to Watkins and Company by email, fax, hard copy, or upload to a secure portal in our system
• We meet you where you’re at: setting up an appointment (if needed or desired) by phone, Skype, or in person
• We know you appreciate good work: expert return preparation by experienced CPAs, and
• We like being ahead of the curve: ongoing tax planning throughout the year to make sure you are contributing enough to cover your needs