Tax Services
for Individuals
Our approach to tax returns is consultative and comprehensive.
Because even the best do-it-yourself tax software is no substitute for a licensed tax professional who understands the tax laws, how they change, and their impact on you, your family, and your business.
Our accountants are qualified to work on multi-state income tax, foreign sources of income, international tax issues for individuals, and other complex tax situations.
So if you have a complex tax situation that you can’t solve on your own, let us at Stampfli Associates take a look and see what we can do to ensure complete compliance come tax season.
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Income Tax Planning
We offer complete tax planning services for families and individuals. We can help you maximize your personal or business tax savings. We have tax strategies for investments, retirement plan withdrawals or contributions, HSA contributions, education expenses, childcare costs, itemized deduction timing, charitable giving, and more. Set up a time to discuss your situation with one of our CPAs.
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Income Tax Preparation
We offer complete income tax return preparation services including federal, state, multi-state, and local income tax returns for families and individuals.
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Retirement Planning
We can help your set retirement goals, and find tax-efficient strategies to meet them.
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International Tax Advisory
We are prepared to address international source income, foreign tax credits, and treaty-based positions.
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Bill-Pay Services for Individuals
We offer customized personal financial services such as bill-pay, mail pick-up, and bank reconciliations. Whether it is for elderly parents, or your own personal or business accounts, we are here to help.