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Individuals & Families

Personal tax support that makes the numbers easier to understand.

THR Tax helps individuals and families prepare accurate returns, organize financial information, plan ahead, and handle tax situations that need more than a simple filing appointment.

A family reviewing taxes together on a laptop

How we help

Tax Preparation

Accurate preparation of federal and applicable state returns for a wide range of income and financial situations.

Tax Planning

Year-round guidance to help you plan ahead, make informed decisions, and reduce tax surprises.

Complex or Changing Situations

Support for life changes and tax situations that require extra attention and experience.

Rental Income for Individuals

Organization and tax support for rental property income and related expenses.

Your Information is Protected

We use secure systems and follow strict standards to protect your privacy.

Own a Small Business?

We handle bookkeeping, payroll, and business tax too — see how we support small businesses.

Learn More

We help with many personal tax situations

Everyone's financial life is different. A few of the situations we handle every season:

  • W-2 income and retirement income
  • Dependent and education credits
  • Self-employment and side business
  • Estimated tax payments
  • Investment income
  • Prior-year and amended returns
  • Rental properties
  • Major life changes
  • Multiple income sources
  • Year-round tax planning
  • Itemized deductions
  • Recordkeeping guidance

Life changes can affect your taxes

  • Marriage or divorce
  • Starting a business
  • New child or dependent
  • Buying or selling property
  • Retirement
  • Moving to a new state
  • Inheritance
  • Unfiled or prior-year returns

What to expect

  1. 1

    Let's Talk

    Schedule a consultation so we can learn about your situation.

  2. 2

    Get Your Checklist

    A personalized document checklist so you know what to gather.

  3. 3

    We Prepare

    We prepare your return and review it with you before filing.

  4. 4

    Plan Ahead

    We stay available year-round for questions and planning.

A family reviewing their taxes together at home

Your family's return, handled with care

Straight answers, every credit you've earned, and a real person to call when life changes.