Individuals & Families - Lightening the Load

Every year it’s the same story. Tax season rolls around, and you’re left wondering if you missed something. That rental property, the investment accounts, the side income—it all adds up to complexity you didn’t sign up for. TurboTax throws its hands up. That big-box preparer doesn’t know your situation. And you’re stuck worrying: “Am I leaving money on the table?”

You’ve worked hard for your success. You shouldn’t be losing sleep over whether you’re paying too much or missing opportunities to keep more of what you’ve earned.

You need a partner who understands your complete financial picture, proactively finds ways to reduce your tax burden, and gives you confidence that everything is handled correctly—not just in April, but all year long.

You’ve worked hard for your success. You shouldn’t be losing sleep over whether you’re paying too much or missing opportunities to keep more of what you’ve earned.

WHAT YOU NEED

Everything You Need for Complete Tax Confidence

Personal Tax Preparation & Filing

Stop second-guessing yourself every April. We handle your complex returns with precision—from rental properties to investments to multi-state income—ensuring you pay exactly what you should, nothing more.

Proactive Tax Planning

Don't wait until tax season to think about taxes. We work with you year-round to identify opportunities, adjust strategies as your life changes, and keep you ahead of new regulations that could save you thousands.

Investment & Rental Property Strategy

Your investments and properties create tax complexity. We help you navigate depreciation, capital gains, passive income rules, and more—turning complexity into savings.

Comprehensive Financial Coordination

Your taxes don't exist in a vacuum. We work with your financial advisory team to get a complete financial picture to ensure every decision—from retirement contributions to real estate moves—works in your tax favor.

RUSTED BY FAMILIES LIKE YOURS

They Climbed with Confidence. You Can Too.

Invess has been providing tax and audit services for our whole properties. In addition to being extremely knowledg about our business and industry, their client service is exceptional. I recommend them to others.

Cuthbert Brain

Security Head

We regard personnel at Invess Accountanting as a key members of our team & we interact with them on many levels: a monthly financial statement preparation, business performance and the benchmarking.

Michael Harper

Marketing Manager

CHOOSE YOUR PATH

The Right Support for Your Tax Situation

Essential

Own a second home?
Receive a large W2 each year?
Receive a stack of 1099s from your investment accounts in February?
Selling a house or other property soon?
Want to donate a lot to charity or have substantial medical bills?

$650 per year

Advanced

Have a small side business (Under $15,000 income)?
Received stock options through your work?
Beneficiary of an estate or trust?
Own or thinking of investing in rental properties?
Been told you need to take “RMDs” soon?

$1,250 per year

Elite

Own property in a foreign country?
Have a portfolio of rental properties?
Have a trust or estate that needs its own tax return filed?
Receive income and cash distributions from multiple business entities?
Need help tracking basis in alternative investments?

Starts at $2,250

$650 per year

$1,250 per year

Starts at $2,250

READY TO GET STARTED?

Stop Overpaying. Start Keeping More.

You've spent enough time worrying about taxes. Let's talk about how we can help you keep more of what you've earned, simplify your complex situation, and give you the confidence that everything is handled right—so you can focus on what matters most.