Individuals

Tax Center

Tools

• Prepare My Taxes
• Preparation Checklist
• Federal Tax Forms
• State Tax Forms
• Tax Calendar
• Tax Law Changes & Updates
• Frequently Asked Questions (FAQ’s)
• Links to Resources

Individual Tax Services

• Income Tax Preparation
• Tax Planning
• (Electronic) E-filing
• Rapid Refunds (in most cases, receive the refund within 24 hours)
• Direct Deposit of Refunds (allow about 2 weeks)
• Refund Anticipation Loans (RALS)
• Personal Budgets
• Money Management
• Credit Counseling
• Investments, IRAs, Roth IRA, Small Business Owner/
  Self-employed SEP-IRA, Lump-sumdistribution, 401(k), etc
• Medical deductions
• College education deductions
• Retirement strategies & tax implications