Personal Services
Individual Tax Preparation & Planning
Clear, proactive tax guidance for individuals and families throughout the year.
Support for Every Stage of Your Financial Life
Taxes can become more complicated as your financial life changes. Durkin Advisory Group helps individuals and families meet their filing obligations while understanding the tax impact of the decisions they make throughout the year.
We work with clients across a wide range of tax situations, from straightforward annual filings to more complex returns involving business ownership, investments, real estate, retirement income, and multiple states.
How We Can Help
Our Personal Services
Individual Tax Return Preparation
We prepare federal and state individual income tax returns and guide clients through the filing process—from gathering information and documents through filing and confirmation of acceptance.
Our team can assist with wages, retirement income, investments, capital gains, rental properties, self-employment, business ownership, multiple states, estimated payments, and itemized deductions.
Tax Planning & Projections
Good tax planning begins before the return is filed. We help clients evaluate their tax position and prepare for upcoming obligations through tax projections, estimated payment calculations, withholding analysis, capital gain planning, and retirement-related tax considerations.
Business Owners & Their Families
We coordinate the business and personal sides of a client’s tax situation. This allows our team to consider how business income, compensation, estimated taxes, retirement contributions, and other decisions affect the complete tax picture.
Ongoing Tax Guidance
Tax questions can arise at any point during the year. Our ongoing advisory relationships give clients access to our team when significant financial transactions, life changes, or tax decisions occur.
PERSONAL ATTENTION. YEAR-ROUND SUPPORT.
Work With Durkin Advisory Group
Our goal is to make tax preparation and planning organized, understandable, and proactive while providing the personal attention of a long-term professional relationship.