Individual Services

Personal Services

When it comes to personal tax preparation, tax planning and estate/gift/trust tax planning, peace of mind is as much a benefit as maximum returns. You can be sure of compliance, accuracy, and the greatest benefits allowed to you by law.

Another advantage to being a Toukan client is no-cost, year-round tax advice. Call us with your questions anytime. We'll get back to you with the most up-to-the moment answers.

Personal Tax Service Guarantees

You will not find another CPA firm that can match our service or guarantees.

  • Professional Expertise
  • Responsiveness
  • Accuracy
  • Complementary "married filing separate" analysis
  • Authorized IRS E-File provider
  • Unlimited telephone consultation
  • Estimated payment reminders

Toukan can also proactively identify any areas that reduce your tax liability throughout the year, and will be happy to advise you of your tax position at any time.

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Individual Tax Preparation and Planning

Our tax filing services cover the mandatory tax reporting required by law. They include services such as the preparation of income taxes and myriad of other matters in which the government requires compliance.

We know which taxes you need to file, and every little regulatory change made to them from year to year. We will make sure that you comply with the law but still make sure you don't pay more than you have to. We guarantee that these services will be provided accurately and on time or we will pay the penalty on any tax notice you receive that was due to our error or oversight.

Trust, Estate and Gift Taxes

We'll help you with your trust, estate and gift tax planning to minimize estate tax liability, maximize gift tax exemptions and credits, and achieve your charitable gift goals.

We handle all compliance issues, final tax returns for the decedent, federal and state estate income tax returns, and the appropriate trust and gift tax returns.