For Individuals

Doing your own personal taxes is a stressful ordeal. The constantly changing tax environment can be difficult to navigate. Here at Tagnesi and Green CPAs, we want to alleviate the headache of taxes and give you peace of mind. We will work with you to develop a personalized tax strategy that will help you reach your tax and financial goals.

Tax Services

Whether you need to file a simple return based on a W-2 or have multiple investments, sole proprietorships, unreimbursed job expenses, etc., you can find a personalized tax solution that fits your unique needs. Our tax experts have all the training, skills, and expertise you need at your disposal to help you capitalize on tax savings and mitigate risk. We will provide the guidance you need and answers to all your tax and accounting questions.

Estate Planning

It’s never too early to start considering your and your family’s financial future. A well-designed estate plan will minimize taxes and maximize what will be left for those carrying on your legacy. We can help you figure out how you can protect the wealth you’ve accumulated for your heirs. We use our expansive knowledge of federal and state estate laws to help you save time and money while retaining control of assets, protecting dependents, and avoiding potential issues.

IRS Representation

When you receive a tax notice or audit letter from the IRS or other tax agency, your stress levels quickly start to rise. Trying to resolve tax inquiries and audits alone, though possible, is very challenging and often yields disappointing results. You need a Certified Public Accountant on your side who can help you effectively negotiate with these agencies using specialized knowledge and experience. We are used to dealing with these agencies, so we are prepared to help you understand and apply tax regulations so you can have a positive outcome.