Individuals

Individual tax returns determine the amount of tax you paid versus the amount of tax that is owed. The amount of tax owed is based upon several factors, that are dictated by existing tax law. As compliance with existing tax law is required by all individuals, we take this requirement and turn it into a valuable opportunity for the individual. Vardavas & Concannon prepares returns based on your financial information with a knowledgeable, thoughtful, and experienced tax department. We utilize that knowledge to evaluate each individuals' unique situation, We strongly suggest planning during the tax year. Planning, among other benefits, takes into account the activity of any closely-held businesses and high net worth investment portfolios. Planning will give a big picture and allow us to effectively utilize methods to  minimize the tax burden for individuals.