After years of serving clients in some of the largest metropolitan areas, our practice has obtained the expertise to navigate your specific regulatory environment and achieve desired outcomes on your return with solid professional integrity.
Our individual tax services provide fast and accurate results.
For individuals with Equity Compensation, we can discuss when and how to exercise or sell your stocks/options to optimize your net after tax income based on your vesting schedule.
For individuals with a business, we can discuss quarterly taxes as well as methods to structure your company, such as possible s-corp conversion or other types of credits & deductions.
Over the years, clients have given us one important piece of feedback: they often do not want someone “just filing our taxes.” Long-term strategy and building a relationship are important considerations. Some frequent topics that we are hired to discuss include:
We have been approached frequently with requests to reconcile past records and file past-due tax returns. Even if you have lost your records, our team will assist in obtaining information from the IRS and any relevant states.
We can help estimate, reduce, or eliminate taxes or interest through various abatement programs, payment plans, and debt settlements (tax reductions) that are available through the government.
Give us a call to learn more about our individual tax services today.