Individual Tax Services
Most people treat tax planning and preparation as two separate events. We combine them. The result? A smoother filing process, fewer surprises at tax time, and strategies that work year-round to reduce tax liability.
A Smarter, Unified Approach to Your Personal Finances
Taxes influence every major financial choice you make, from when to sell an asset to how much you can safely contribute to retirement. But when your tax strategy works in isolation, opportunities slip by and mistakes get expensive.
Our personal tax accountants take a completely different approach.
At Myres CPA, we keep it all connected. The same team that maps out your tax strategy is also looking at your investments, retirement plan, and long-term goals. That means a single clear plan, one team you trust, and fewer “I wish I’d known” moments.
Talk to a CPA Who Knows Your Industry
Get clear answers and a plan that works in the real world.
Individual Services
Your personal finances deserve the same attention as your business. And when you partner with us, that’s exactly what you get.
Individual Tax Planning
Imagine taking tax season off because we kept you audit-ready throughout the year. Our tax service experts make it possible.
Individual Tax Preparation
We don’t hand you a checklist and then outsource your return. At Myres, tax service planning and prep are integrated to ensure nothing gets lost, delayed, or miscommunicated between specialists.
Our Process: The Myres CPA Approach
Our individual tax services are built to be simple, transparent, and results-driven. When you work with a personal tax accountant at Myres CPA, you’ll always know what’s happening, what’s next, and how it benefits you.
Initial Consult & Scope
We start with a focused conversation to understand your goals, challenges, and complete financial picture. This helps us define the right scope for your individual tax services.
Proposal & Engagement
You’ll receive a clear outline of services, timelines, and pricing. No surprises, no fine print.
Kickoff & Discovery
Meet your CPA for personal taxes, share key documents, and let us tailor your plan to your life, business, and goals.
Plan Design
We present your tax and financial strategy in plain English, with clear, actionable next steps you can feel confident about.
Implementation
We put your plan into action accurately and efficiently, handling setup, automation, and documentation while keeping you compliant.
Monitoring
Quarterly reviews and proactive updates ensure your strategy stays aligned as your life and finances evolve.
Who We Serve
Professionals with Complex Finances
Juggling multiple income streams, incentive packages, and tax exposures? Our individual tax services coordinate it all so your strategy works year-round, not just at filing time.
High-Net-Worth Families
Significant wealth brings significant complexity. From tax efficiency to asset protection to multi-generational transfers, our personal tax accountants help you manage, grow, and protect your assets.
Pre-Retirees & Retirees
Approaching retirement? We help you map income sources, optimize withdrawals, and manage taxes so you can preserve more of what you’ve built and enjoy it with confidence.
Real Estate Investors
Owning rentals means unique tax challenges. We handle cash flow tracking, depreciation schedules, and capital gains planning so your properties strengthen your overall position.
Individuals in Transition
Career shifts, inheritances, business sales, and relocations can create both opportunities and uncertainty. We help you weigh your options, understand the tax and financial impact, and move forward with intention.
Why Business Owners Choose Myres CPA
Proactive By Design
Most accounting service firms show up when deadlines loom. We maintain contact throughout the year, ensuring you always know where you are and where you’re going. Our proactive approach anticipates challenges, reduces risk, and capitalizes on opportunities most CPA firms miss.
End-To-End Services
Tax service planning, accounting, advisory, and financial strategy work best when they work together. We integrate services to eliminate hand-offs, reduce miscommunication, and keep your financial plan in perfect alignment.
Hands-On Expertise
When you work with our team, you work with our team. Not a rotating cast of seasonal contractors. Our accountants know you, your goals, and your entire financial picture. That consistency allows us to deliver the hands-on guidance you not only need but deserve.
The Results Speak
for Themselves
Hear how we’ve helped clients simplify their finances and plan for the future.
Anyone can pay to have an accountant, but I feel like I have found a trusted advisor and financial accountability partner who honors my vision, and that is far more valuable to me.
Taylor McLeod
Entrepreneur, Peppermint PlumbingWith Trevor, it’s never felt like just another transaction; his focus is on building a long-term partnership that grows with your business.
Eric Wehmeyer
Principal, Spectrum LightingWe’ve been working with Trevor Myres for over five years, and I can’t imagine running our practice without him. He’s helped us make smart financial decisions, save money, and plan ahead with confidence.
Luis Rojas OD
Owner, Innovista EyeTrevor and his staff made our transition smooth. They’re not only professional and knowledgeable but also made us very welcome—as if we’d known them forever.
Mike & Eva Varnum
Owners, Good ElectricInsights That Move Your Business Forward
About Us
We founded Myres CPA to provide a simple solution to a common (and costly) problem:
Business owners who needed year-round financial oversight weren’t getting it.
We built a firm that does more—one that plans ahead, communicates clearly, and keeps every aspect of your finances connected. The goal? To give you the financial transparency and strategy you need to take control of your finances.
Financial Clarity
BEGINS HERE
Big changes start with one small step. Let’s explore your goals, identify gaps, and map out a plan that works in the real world.
