Capital Tax Partners, Inc.

Individual Services

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Managing family finances is stressful, especially during tax time.

Capital Tax Partners is ready to help you set financial goals

Just a few of our services:

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• Income Taxes

• Tax Planning for Your Retirement

• Tax Preparation for Estates & Trusts

• IRS Notices

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In preparing for your upcoming tax filing, please be sure to complete or

make sure you have the following documentation which will speed the

preparation of your return:

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• Completed Tax Organizer 

• Copy of prior year tax return (new clients only)

• Change in address information, if any

• Change in banking information (for direct deposits)

• Change in dependents

• Information on any major changes from the prior tax year.

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While we do not provide investing and financial services we do work closely with multiple financial advisors.