Individual Services

Individual Services

Managing family finances is stressful, especially during tax time.

KHS & Company is ready to help you set financial goals

Just a few of our services:

In preparing for your upcoming tax filing, please be sure to complete or

make sure you have the following documentation which will speed the

preparation of your return:

  • Completed Tax Organizer 

  • Copy of prior year tax return (new clients only)

  • Change in address information, if any

  • Change in banking information (for direct deposits)

  • Change in dependents

  • Information on any major changes from the prior tax year.

While we do not provide investing and financial services we do work closely with and highly recommend, Moore Financial Services.

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