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Individual Services
Individual Services
Managing family finances is stressful, especially during tax time.
KHS & Company is ready to help you set financial goals
Just a few of our services:
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Tax Preparation for Estates & Trusts
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IRS Notices
In preparing for your upcoming tax filing, please be sure to complete or
make sure you have the following documentation which will speed the
preparation of your return:
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Completed Tax Organizer
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Copy of prior year tax return (new clients only)
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Change in address information, if any
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Change in banking information (for direct deposits)
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Change in dependents
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Information on any major changes from the prior tax year.
While we do not provide investing and financial services we do work closely with multiple financial advisors.
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