Individual Tax Preparation
Individual Tax Preparation That’s Precise and Built for Real-Life Complexity
Most tax preparers rush through returns like an assembly line. At AJB & Associates, we do the opposite. We take the time to understand your entire financial landscape—your investments, real estate, retirement accounts, multi-state income, business interests, and any unique factors that impact your tax liability.
Our approach is designed to eliminate guesswork, prevent costly mistakes, and ensure you receive every deduction, credit, and tax advantage the law allows.
Why Our Approach Matters
A single missed form, incorrect basis calculation, or overlooked deduction can cost you thousands.
Our method is built to catch what others miss—before it becomes a problem.
What’s Included in Your Tax Preparation
- Accurate and thorough federal, state, and local tax returns
- Multi-state filing expertise for remote workers, commuters, and relocations
- Capital gains, real estate transactions, and investment income reporting
- K-1, partnership, and trust income preparation and analysis
- Proactive tax-saving recommendations for the upcoming year
- Audit/notice protection and full response handling
- Fast turnaround without shortcuts or automated “factory prep”
Who We Serve
- W-2 employees, professionals, government workers, and executives
- Contractors, gig workers, and 1099 earners
- Individuals with rental properties, investments, brokerage activity, or K-1s
- Retirees, high-income earners, and high-net-worth individuals
- Anyone frustrated with rushed, inaccurate, or inexperienced tax preparers
Why Clients Choose AJB & Associates
You’re not just getting a tax return—you’re getting a CPA with nearly a decade of complex tax experience, high-net-worth expertise, and a proven record of identifying issues other firms overlook. We ensure your return is correct, compliant, and optimized for every possible tax-saving opportunity.
Do I need a CPA for my personal taxes?
If you have investments, rental properties, multiple states, K-1s, or high-income situations, a CPA ensures accuracy and prevents costly mistakes.
How fast can you complete my return?
Most returns are completed within a few days once we have all documents. Complex returns may take slightly longer, but never without communication.
Can you help with multi-state tax issues?
Yes. We handle remote workers, relocations, commuters, and income sourced from multiple states.
Do you provide audit or notice support?
Absolutely. We handle IRS and state notices and respond on your behalf.
What if my last preparer made mistakes?
We review past returns and amend them when necessary to correct errors and recover missed tax benefits.
Do you offer tax planning?
Yes. Every return includes forward-looking recommendations so you pay less tax next year.