Services for Individuals

We’ll treat you like part of our family.
At Phelps Tax + Financial, we understand that tax planning and tax preparation can be stressful for you and your family. Whether you have a change in your tax situation coming or need your personal income tax return prepared, our team will treat you like family, providing professional, friendly service every time.
Our team specializes in tax planning and preparation for people like you.

Tax Planning
If you have a change in your tax situation coming, let the experts at Phelps Tax + Financial help you plan now so that you do end up with any surprises at tax time!
- Planning for withholding elections
- Calculations for quarterly estimated payments
- Tax mitigation for retirement transition, including beginning Social Security, retirement distributions, Roth conversions and other retirement strategies in cooperation with your financial advisor

Tax Preparation
Phelps Tax + Financial offers preparation of personal income tax returns, from the simplest to the most complex.
- Preparation and filing of 1040 Tax Returns and all related schedules
- Preparation of other types of returns, including 1041 Trust or Estate Returns
- Follow-up as needed in response to Internal Revenue Service (IRS) inquiries
Preparing for Your Appointment
Please review all the applicable information below to ensure you have all of your documents at the time of your scheduled appointment. If you are missing any documentation, your appointment may need to be rescheduled for a later date.

Tax Planning Appointments
Please have the below applicable information/documents for your appointment:
- Most recent tax return filing
- Most recent paystubs
- Amounts and dates of any federal or state quarterly estimates paid
- Current withholding election
- YTD profit and loss statement for any business interests you may have
- YTD investment earnings statements
- Any relevant household information

Tax Preparation Appointments
Along with reviewing the below and bringing all the applicable information/documents to your appointment, please complete the Tax Preparation Client Agreement on our website prior to your appointment.