Fulfill Your Financial Goals With Personal Tax Preparation

Individual Preparation

McCallson Tax & Accounting is a little different than most tax and accounting firms because we like to spend time helping our clients understand their taxes, not just simply dropping them off to later learn whether they got a refund or owe money.

At McCallson Tax & Accounting, your future plans and goals mean a lot to us. We have strategies that will help you achieve your goals and still pay as little as required in taxes. Our tax returns vary in cost depending on the complexity and amount of variables. Our system charges per form filled out, with our basic tax return package starting at $300.

Loan and Taxes

One of the most common scenarios that personal clients face is getting back a big refund, however, this may have unintended consequences when applying for a home or car loan. Sometimes, it is best not to draw your income down, and that means paying a little more in taxes.

But the benefits are enormous! The lender will require two years of tax returns and, if you like to save money by not paying as much taxes, you can actually disqualify yourself from getting the loan amount you are seeking.