Tax situations are rarely one-size-fits-all. Lovejoy CPA works closely with individuals to provide thoughtful, personalized tax solutions that reflect their financial realities, goals, and long-term plans.

Since 2012, we have guided clients across the country through both straightforward and complex individual tax matters, offering clarity, confidence, and compliance in an ever-changing regulatory environment.

Individual Tax Services Include

Individual Tax Compliance

  • Federal and state income tax returns
  • Multi-state filing coordination
  • IRS and state notices and correspondence
  • Ongoing compliance guidance

Personal Tax Planning

  • Proactive strategies to reduce tax liability
  • Planning for high-income earners and professionals
  • Equity compensation, investment, and capital gains planning
  • Life-event planning (career changes, relocations, major financial decisions)

Complex Tax Situations

  • Self-employed and business-owning individuals
  • Multi-state income considerations
  • Strategic planning for long-term financial efficiency

Lovejoy CPA’s approach is collaborative and strategic. We help clients understand not just what they owe, but why—and how today’s decisions impact tomorrow’s outcomes.