Tax Compliance for Individuals

Unique. Adaptive. Focused.


As an individual, tax and financial planning can be extremely complex. Financially successful individuals need people they can trust when dealing with their complicated tax and financial matters. At McConnell & Jones LLP, we place an emphasis on the ability to communicate and be transparent with our clients.

We are more than your CPA firm; the professionals at McConnell & Jones act as trusted advisors for individuals, providing comprehensive tax compliance services as well as financial planning and advisory services, designed to simplify the process and help you achieve your financial goals.

  • Preparation of Individual and Trust Income Tax Returns
  • Preparation of Estate, Gift, and Generation-Skipping Tax Returns
  • IRS and State Tax Representation
  • Tax Research and Planning
  • Tax-Saving Strategies
  • Sales Tax Preparation and Audit Representation
  • State and Local Tax Consulting
  • Analysis of Tax Law Changes