Personal Taxes

At Convergence Accounting, we believe taxes shouldn’t just be managed, they should be understood, anticipated, and integrated into your broader financial strategy. Our team helps clients simplify complexity, minimize surprises, and make confident financial decisions year after year.

Tax Preparation

Life gets more complex, and so do taxes. At Convergence Accounting, we handle individual tax preparation for clients whose financial lives are no longer simple. As careers advance, businesses grow, investments multiply, and tax laws change, tax filings often become layered and technical. We have the experience to navigate those complexities, minimize errors, and ensure your returns are handled accurately and efficiently every year.

Tax Planning

Your tax picture is bigger than a 1040. At Convergence Accounting, we take a proactive approach, working with you throughout the year to align your tax strategy with your broader financial goals. We look for opportunities to reduce taxes, improve cash flow, and work within your overall financial plan so you can anticipate and control your tax situation, not just react to it.