Individual Tax

We assist with your tax planning and preparation needs with a focus on minimizing your tax liability. Our tax professionals spend a significant amount of time in keeping up with federal and state tax laws to help minimize your tax liability and to keep you in compliance. Our individual tax services include:

    • Individual federal and state tax preparation
    • Tax Planning
    • Review of your prior year tax returns
    • Philanthropic tax planning
    • Retirement tax planning
    • Executive compensation and benefits
    • Household employee compliance
    • Estimated tax guidance
    • Self-employed earning (Schedule C)
    • Rental property income (Schedule E)
    • Foreign asset reporting