Individual Tax Compliance

Expert Tax Strategies for Individuals

We know one of your top priorities is paying less in taxes. This is best accomplished with tax planning. We excel at tax planning and compliance for individuals. Our personal, one-on-one service provides you with a dedicated partner who will work with you throughout the year to develop a plan with tax-saving strategies for your unique circumstances. We will ensure that you are taking advantage of every tax break available—so that you can keep more of your earnings.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

Client Center

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Using Your 1040 Tax Portal

Contact Us

29 Hollister Road
Whitehall, NY 12887-4229

Phone: 518-499-2072
Fax: 888-MARY CPA