Individual Tax Preparation & Planning

Expert Individual Income Tax preparation and planning. We simplify the complex, ensuring peace of mind for you.

Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.

Judge Learned Hand, in Gregory v. Helvering

TAX PREPARATION

From federal to local, single state or multi-state, we do it all.

TAX PLANNING

Saving you money with proactive advice on how to minimize your tax liabilities

BACK TAXES & AUDIT SUPPORT

We’re not just a tax time check-in. As your tax partner, we offer experienced support for resolving a variety of scenarios.

A Trusted Partnership

Consult & Find Deductions

We want to stay updated on changes in your life that affect your taxes and look for new ways to minimize your tax liability. When the tax code changes, we’ll also look for new deductions that benefit you.

Prepare & File Returns

On time and accurate, every time. We ensure your returns are accurate and filed on time. We use e-filing so nothing gets lost in the mail and your refund arrives faster. No one likes paying taxes, we just make it less painful for you. 

Support & Tax Optimization

We don’t just file your returns at tax time and disappear – we’re your tax expert and partner throughout the year. We’re here for your questions on tax, compliance, bookkeeping, and valuation. Plus we’ll offer you specific actions you can take throughout the year to optimize your tax situation.

<span data-metadata=""><span data-buffer="">Personalized Tax Solutions

We have expertise in handling complex tax scenarios that go beyond standard returns.

SELF EMPLOYMENT

Maximize deductions for home offices and business expenses

Assist with quarterly estimated tax payments

Navigate the complexities of 1099 income

 
International Tax

Assistance with foreign income reporting

FBAR (Foreign Bank Account Report) filing

Expatriate tax services and treaty benefits

Investment Properties

Optimize reporting for capital gains and losses

Guidance on passive activity rules

Strategies for depreciation and cost segregation

Retirement Planning

Optimize reporting for capital gains and losses

Guidance on passive activity rules

Strategies for depreciation and cost segregation

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Business Tax services?