Income Tax Services

Individual tax preparation and planning is a major segment and strength of Poltax LLC. In fact, we have an entire department dedicated exclusively to individual tax preparation. While many mid-sized to large CPA firms often neglect individual tax preparation for average, middle-class taxpayers, we make it our specialty.

For many larger firms, their minimum fee for individual tax preparation can run into the thousands of dollars, making their services inaccessible to many taxpayers. At Poltax LLC, we believe that quality tax preparation should be available to everyone, regardless of income level. Whether you earn one hundred thousand or one million dollars, you can feel confident that when you engage our firm to handle your taxes, you're working with true professionals.

When you sit down with our team, you'll be working directly with qualified professionals—CPAs or Enrolled Agents who specialize in tax preparation and understand the specific needs of taxpayers in your situation. While tax preparation may be considered a nuisance by larger CPA firms, we recognize that for you, it may be the most important financial event of the year.

Many middle-class taxpayers find themselves caught between two unsatisfactory options: large firms that aren't genuinely interested in handling their tax affairs, or commercial outlets where taxes are handled by staff with just a few weeks of training and no real experience or qualifications. We offer a better alternative.

Our individual tax preparation division is headed and managed by IRS Enrolled Agents and CPAs with decades of collective experience. We bring substantial expertise to every return we prepare, ensuring accuracy and maximizing your tax benefits.

Tax planning is a crucial function of our firm. We meet with clients on a regular basis throughout the year to develop strategies that minimize tax liability and maximize what you keep. Our proactive approach to tax planning helps you make informed financial decisions year-round, not just during tax season.

What sets our firm apart? The CPAs and Enrolled Agents who handle individual tax preparation at Poltax LLC focus exclusively on individual tax matters. They are not involved in financial reporting for businesses—their sole expertise lies in tax preparation, financial planning, and tax planning for individuals.

Our specialists devote one hundred percent of their time to researching and analyzing new tax laws and regulations, ensuring that you benefit from the most current tax strategies and compliance requirements. This dedicated focus means you receive specialized attention and expertise that general practice firms simply cannot match.

You will benefit from our deep experience, specialized knowledge, and commitment to providing exceptional service to individual taxpayers. We understand that your tax situation is unique, and we're dedicated to helping you navigate the complexities of tax preparation and planning with confidence.