Individual Tax Services
When it comes to taxes, clarity matters. We help individuals understand their options, reduce unnecessary tax exposure, and feel confident about the steps they’re taking—today and for the long term.
Proactive Tax Support, Built Around You
Boffa CPAs provides tax planning and tax return services designed to support real life—career changes, retirement planning, family decisions, and major financial events. We’ll talk through the “why” behind the numbers and help you make informed decisions that align with your goals.
- Individual tax return preparation and filing (Form 1040)
- Proactive tax planning to help minimize tax exposure
- Guidance around retirement planning decisions and timing
- Support with IRS, state, and local taxing agency issues
- Ongoing guidance when life or finances change
Common Situations We Help With
Whether your situation is straightforward or more complex, we’ll help you understand the tax impact of your choices and identify opportunities to plan ahead.
- Retirement planning and distribution timing
- Multiple income sources (including self-employment/side income)
- State and local tax questions and notices
- Major life changes (marriage, relocation, family changes)
- Planning conversations when you want a second set of experienced eyes
What It’s Like to Work With Us
Our Process
1.
Start with a conversation
We learn what matters to you and what you’re trying to accomplish—not just what’s on last year’s return.
2.
Prepare and plan
We prepare your filings accurately and identify areas where planning can help reduce surprises.
3.
Stay available
Clients value responsiveness and clear communication, especially near deadlines. We aim to be easy to reach and easy to work with.
FAQs
Do you handle my situation?
In most cases, yes. If you’re unsure, reach out—we’ll quickly tell you whether we’re a fit.
How do fees work?
Fees depend on complexity and scope. We’ll explain what’s included and set expectations early.
How do I send documents?
Existing clients can use the Client Center for secure document sharing.
Ready to get started?
If you want a CPA team that’s responsive, detail-oriented, and committed to clear explanations, we’d love to talk.
