Individual Services

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Practical Support for Life’s Financial Details

At Evans & Harris, P.C., we understand that managing your personal finances isn’t always straightforward. Whether you’re preparing for tax season, juggling household responsibilities, or simply trying to stay organized, it helps to have a professional you can trust. We provide dependable, relationship-based services designed to make your financial life easier — not more overwhelming.

We’ve helped individuals and families navigate everything from tax filings to household payroll. Our goal is to give you clarity, confidence, and a little more breathing room.

How We Help

Services We Provide for Individuals

We offer a personalized range of services for individuals and families who value steady, thoughtful support. Whether you need one-time help or ongoing assistance, we’re here to make things easier and more manageable.

Tax Planning & Preparation

We provide proactive guidance and timely filing for federal and state income taxes. Our goal is to help minimize surprises and ensure you’re in full compliance, year after year.

Nanny & Household Employment Tax Compliance

If you employ a nanny or household worker, we’ll help you meet all employment tax obligations — accurately, on time, and with confidence.

Bill Pay & Daily Money Management

From keeping up with recurring bills to managing your cash flow, we offer practical support that brings order and oversight to your financial life.

Net Investment Income Tax (NIIT) Assessment

For clients with investment income, we help assess and manage potential NIIT obligations — offering strategies to reduce your liability when possible.

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Frequently Asked Questions

  • Do I really need a CPA to file my taxes?

    Tax software works for simple returns, but a CPA brings personalized insight and proactive planning — especially if you have investments, multiple income sources, or life changes like home ownership or retirement. We can help reduce risk, find opportunities, and make sure nothing gets overlooked.

  • Can you help if I’ve never hired a nanny before?

    Yes — we regularly assist families who are new to household payroll. We’ll walk you through what’s required, file the necessary forms, and ensure you’re compliant with federal and state employment tax rules.

  • Do you offer bill pay services for elderly clients?

    We do. We often help clients — including seniors or adult children managing a parent’s finances — by handling routine bill payments, monitoring statements, and maintaining clear records. It’s a great way to reduce stress and gain peace of mind.

  • I had investment income last year. Will I owe the Net Investment Income Tax?

    Possibly. If your income exceeds certain thresholds and includes investment income, you may be subject to the additional 3.8% NIIT. We’ll review your situation, determine whether the tax applies, and recommend ways to manage or reduce the impact.