Individual Tax Services

Tax Services for Individuals

Are you tired of trying to prepare your own taxes and getting totally confused every year? Taxes don’t need to be stressful. At Casey Moss Tax, we provide tax preparation, tax consulting, and planning services to individuals just like you. Our team can walk you through the process, tell you what documents we need, and take the wheel from there. We make sure you feel comfortable and know that your taxes are being done properly by a professional. Take a look at some of our services below.

Individual Tax Planning
Stay in the know. Plan ahead for next year and years to come.
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Personal Tax Preparation
Completely virtual tax preparation services to help keep you safe and comfortable in your own home.
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Secure Document Exchange
Using technology to make getting your taxes done a breeze.
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Why Trust Casey Moss Tax & Accounting?

Partnering with an accountant is a big decision. Every year, hundreds of clients trust us to prepare and file their taxes. They also trust us to inform them of any tax savings opportunities throughout the year. Here’s what people like the most about working with us:


  • Communication: The biggest complaint we hear from people that leave their former accountant is that they didn’t communicate often enough or very well at all. We respond to your emails, answer your phone calls, and make sure you know the status of your projects at all times.
  • Efficiency: We get things done fast. If you give us all of the information we need, we will work tirelessly to get your taxes done as efficiently as possible. No more waiting weeks to have your taxes finished by your accountant.
  • Responsibility: We actually care about your tax situation and want you to be as prepared as possible for changes throughout the year. When we prepare your taxes, we’ll make sure we alert you of any major changes to help you prepare for future tax years.


Margaret BurkeMargaret Burke
01:20 07 Sep 22
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
00:38 17 Aug 22
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
Dilek McCombsDilek McCombs
18:25 11 Aug 22
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Dana WoodDana Wood
19:16 09 Aug 22
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
Matthew SlavikMatthew Slavik
18:18 09 Aug 22
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
James SakoJames Sako
18:06 09 Aug 22
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
Jennifer SlownJennifer Slown
17:43 09 Aug 22
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
Astraea CleaningAstraea Cleaning
17:50 05 Aug 22
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Jordyn BeckJordyn Beck
04:51 01 Mar 22
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!

individual faq's

We provide transparent pricing to all of our clients. Get a price quote here to see how much your taxes would cost.

Most clients have their taxes completed within one week of submitting their documents assuming there are no follow-up questions. The more responsive you are, the faster your taxes will get done.

You can first submit for a price quote. If you’d like to get started after that, you’ll be provided with a link to book an appointment to talk through your situation and the rest of the process.

No! We actually prefer to prepare things virtually these days. If you decide to move forward with our services, we’ll provide you with a secure portal link to answer some questions and provide us your documents.

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