INDIVIDUAL TAX PREPARATION

At Brandt & Associates, P.C. we understand that individual tax preparation can be a dizzying task. If you want to receive your best tax refund, research and experience suggest: don't go it alone! Our team of certified tax professionals is ready to help you navigate the maze of complex tax laws, confusing forms, technical jargon, and IRS deadlines. Our goal is to help you avoid missed deductions and overlooked credits to get the most from your return. In order to reach that goal, we've blended twenty years of combined experience with cutting edge technology, best-in-class customer service, and small town care to create the nation's premiere individual tax preparation service! Read below to learn exactly what sets Brandt & Associates, P.C. apart and schedule your appointment today.

PRE-TAX PLANNING

Thomas Jefferson once said, "good fortune is what happens when opportunity meets planning". We agree! Prior to tax season, our team provides its clients with the most up-to-date information regarding changes to tax law, filing dates, and updated forms tailored to the individual. Everything we do is designed to ensure an expedient and accurate return, including providing you with a custom tax organizer to help get all your things in order before your appointment.

TAX APPOINTMENTS YOUR WAY

Our firm knows that life can be hectic. That's why Brandt & Associates, P.C. offers individual tax preparation in four different formats:

Face to Face: sit with one of our licensed CPAs right here in the office. Face masks are encouraged, in compliance with CDC guidelines.
Digital Face to Face: meet with one of our tax professionals online from the comfort of your own home.*
Over the Phone: dial in and speak directly with your CPA.
24/7 Drop-off Service: Gather your documents and email them directly to your accountant! Alternatively, you can leave them at the front desk, or deposit them in our mail slot afterhours. This is our most popular and timely service.

When you make your appointment, be sure to specify which format is best for you!**

*Internet connection required for Digital Face to Face tax prep.

**All applicable tax documents must be submitted to our office SEVEN days prior to your appointment.

CPA GUARANTEE

Unlike our competitors, each and every individual tax return filed by Brandt & Associates, P.C. is prepared by a licensed Certified Public Accountant. We believe that every client matters and even the simplest returns deserve the highest level of professional attention.

FULL CIRCLE ELECTRONIC SERVICE*

When your individual tax return is prepared by our CPA's, your return will be filed electronically. Your refund is directly deposited into your bank account, the fee** for your individual tax prep is automatically deducted from your return, and you will receive a password protected copy of your return for your records. Our process guarantees fast filing and expedient access to your refund, all with no out of pocket cost, if you so choose.

*Traditional paper filing available upon request.

**A nominal fee is applied to pay directly from your refund.

COLLABORATIVE PROFESSIONAL SERVICES

At Brandt & Associates, P.C. we understand that your financial health extends beyond the services we provide. As such, we work closely with our client's attorneys, financial planners, and insurance agents to help protect and grow your wealth. If you don't already have dedicated professionals at your service, no worries! We've cultivated relationships with Grundy County's best and most trusted providers, so you don't have to. Ask us to recommend a local attorney, financial planner, or insurance agent at your next individual tax appointment. We will work with them to get you on the road to success!