Individual & Family Services

Ameritax Plus provides a variety of services to individuals and families, including but not limited to:

  • Tax Preparation & Planning
  • Estate & Trust Tax Preparation
  • Financial Advising
  • IRS Representation
  • Retirement Planning
  • Notary Public
View Business Services

Tax Preparation & Planning

Effective tax preparation and planning can help you to maximize your wealth and minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your personal tax status and vice versa. We understand how the latest federal, state, and local tax legislation affect you and are constantly identifying new ways to reduce your tax obligation.

Estate & Trust Tax Preparation

When the time comes, we know you want to be sure that your wealth is distributed as expeditiously as possible. By taking proactive steps today, we can help you structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs.

Financial Advising

Whether you are planning for retirement, college tuition for all three kids, or a trip-of-a- lifetime, we can help you evaluate your options. We focus on helping you make the decisions that are most appropriate for your goals and financial situation.

IRS Representation

An IRS audit can be an intimidating and complex process. If you face an IRS audit, we can bring to bear years of experience to ensure that you are properly represented.

Retirement Planning

Retirement planning is critical. It’s never too early to start. We can help you make the choice that is most appropriate for your stage of life and financial situation.

Notary Public

A notary public can help you handle various personal matters, including witnessing and authenticating document execution and signatures.