Tax Planning and Preparation for Individuals

Tax Planning and Prep for Individuals

Tax season can be a stressful time for people, especially those without the intimate tax knowledge of an enrolled agent. At BMH Accounting, we offer our tax expertise year-round to put you at ease and save you money at tax time. 

Our services are customized to the unique needs of our individual clients. Some of the assistance we provide those who enlist our services include but are not limited to:

Unrestricted client representation with the IRS 
Preparing various tax forms 
Document collection and organization
Taxpayer advocacy 
Audit statements 
Accounting tasks 

Planning is Crucial 

Failing to plan is planning to fail. The key to saving money and creating wealth is keeping accurate and organized records. The enrolled agents at BMH Accounting can help you decipher what documents are essential to your tax goals. We can help you develop a strategy that supports your personal tax needs, including succession and estate planning. 

We take into consideration all income streams, including unearned and passive income. Our EA’s will help you collect the necessary documents to make tax season a breeze. BMH Accounting serves clients in Boynton Beach, Lake Worth, and Boca Raton. 

Experienced Enrolled Agents 

Our firm has been in business for 38 years. Since our doors opened in 1979, we have been helping members of our community flourish financially. 

We pride ourselves on being communicative with our clients. Our strategies are personalized because tailoring services to client needs makes for a more successful outcome. Experience has taught us that an open dialogue between the EA and the client makes our job easier and clients happier- thus, we ensure they understand every step of the process. We take the time to explain things in a relatable manner if needed. We avoid stuffy industry terms and focus instead on creating a rapport that fosters understanding of the various tax procedures.

Call BMH Accounting Today! 

Tax time can be daunting, but our firm ensures you don’t have to face the IRS alone. When you see us for help, of our experienced enrolled agents at BMH Accounting can offer effective strategies that result in an accurate and timely filing with the IRS. 

For more information on individual tax preparation, feel free to call Lauren and Corey to discuss how we can help. We offer free consultations to new clients. Our services are personalized to address your specific needs. We look forward to hearing from you! 

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