Individual Tax Preparation and Wealth Management

Our team provides personal tax services that extend far beyond preparing IRS Form 1040 tax returns. We tailor our tax advisory and wealth management services to meet the unique needs of business owners, entrepreneurs, senior executives, and high-net-worth individuals and their families. 

SafeSend Electronic Returns

• Receive your tax returns securely and review with ease.
• Reduce ink, paper, postage, and make the process greener.
• For individuals, save time, and e-sign your e-file forms, receive estimated tax reminders, and pay taxes & invoices

Learn more about SafeSend Returns.

Individual Tax Planning

• Charitable giving strategies
• Planning to minimize the Alternative Minimum Tax (AMT)
• Retirement plan tax considerations
• Cash flow analysis
• Estate Planning and Wealth Transition
• Guidance on charitable gifts and philanthropic giving

Tax Compliance

• Preparation of business and individual tax returns
• IRS and state tax examination assistance

Articles

Events

Tax & Fraud Alerts

Tax Protection Plus

Added Security for Your Individual and Trust Returns

At Boyer & Ritter, we believe tax services should deliver confidence beyond filing. That’s why we include Tax Protection Plus for eligible individual (1040) and trust/estate (1041) returns—providing comprehensive protection against unexpected tax issues and identity theft.

What’s Included

• Tax Notice Response Coverage
  All taxpayers who file their individual tax return with us have complete access to our expert tax audit defense team. In the unlikely event you receive a tax notice from the IRS or State, our Protection Plus audit defense team will provide up to $1,000,000 in services to find a resolution.
• Identity Theft Restoration
  Protection Plus will assist with recovering your identity after an identity theft incident. After notification of an identity theft incident, you will be assigned a Privacy Advocate who will assess the severity of the situation and take immediate action to begin the identity restoration process.
• $2,500 Tax Preparation Guarantee
  If a legitimate preparer error requires remediation, Tax Protection Plus reimburses up to $2,500 per incident per client.

Why It Matters

Tax notices and identity theft can create stress long after filing. By integrating Tax Protection Plus, Boyer & Ritter strengthens protection for our individual and trust clients, demonstrating our commitment to technology-driven solutions and service innovation—a core part of the value we deliver.

Coverage applies to eligible 1040 and 1041 returns filed after November 21, 2025. Services are provided by Tax Protection Plus and are subject to the program's terms and conditions.

Learn more about how Tax Protection Plus works.