Individual Services

 

Our Goal

To help you reduce your tax burden, build and protect your wealth, and eliminate the stress of tax season, with guidance you can trust all year long!

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Let us take care of your taxes so you can focus on your life.

Whether you're managing multiple income streams, building wealth through real estate and investments, or simply want peace of mind knowing your taxes are filed correctly, our Individual Services are designed to meet you where you are, while helping you plan for where you’re going.

From first-time filers to high-income households with complex tax landscapes, we offer tailored support for every stage of your financial journey.

Income Tax Planning

No matter what your situation looks like, whether you have a simple W-2 or a more complex tax profile involving investments, K-1s, rental properties, equity compensation, or business interests, our professionals at Lay & Company remove the fear and stress of tax season.

We don’t just file your return—we help you create a strategic plan that keeps more money in your pocket and eliminates surprises.

Multi-State Compliance

Our team has extensive experience filing returns in all 50 states, ensuring your taxes are accurate and compliant no matter where you work, live, or invest.

Whether you're a remote worker, multi-state earner, or investor with properties across the country, Lay & Company will correctly file your returns and help you avoid costly mistakes.

What You Can Expect

  • Accurate, stress-free tax preparation for federal and state returns

  • Strategic, year-round tax planning (based on package level)

  • Guidance on estimated tax payments to avoid unexpected liabilities

  • Entity planning for individuals involved in partnerships or S-Corps

  • Monthly newsletters, tax updates, and educational insights

  • Unlimited or basic email support depending on your plan

  • Review meetings via Teams for planning, updates, and return reviews

  • Secure digital management through TaxDome—documents, e-signatures, billing

We offer Premier, Comprehensive, Enhanced, and Essential packages, each designed to match your tax complexity, planning needs, and communication preferences.

Proactive Tax Strategy & Year-Round Support for Individuals and Families!