top of page

Tax Preparation & Planning

Don't pay more tax than you pay legally owe.


Addfi Tax has the expertise to provide you with the services that you need. The tax code is complicated. Addfi Tax is dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or by e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current-year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.


This office provides many services, including the following:


  • Individual Tax Preparation

  • Business Tax Return Preparation 

  • Partnership & Corporate Tax Preparation

  • Tax Planning

  • Out-of-State Returns

  • Business Start-Ups

What Our Clients Say


M. Fan

Extraordinarily professional, very satisfied after over 7 years of service
bottom of page