Individual Services

At JTB Associates, LLC, CPAs, we provide a wide variety of tax management and financial management services tailored to meet the needs of our individual clients.

Our services are designed to make the entire process easy for you. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of all tax incentives.

Services include:

• Income Tax Filing - All Federal and State Tax Returns
• Tax Planning
• IRS Problem Resolution
• IRS Audit Representation
• Budgeting
• Retirement Planning
• College Savings Planning for your child?s or grandchild?s education
• Estates, Trusts and Gift Services - All Tax Filings and Planning