Individual Tax Planning & Preparation

Navigating individual taxes can be complex, but with our expertise, we will make sure your tax return is accurate and takes full advantage of any credits or deductions you’re entitled to. We will work with you throughout the year to optimize your tax strategy and ensure you’re well-prepared come tax season. Whether it’s handling simple or complex returns, we provide tailored solutions to minimize your tax liability and make sure you are in compliance with all regulations. Specific areas of focus include, but are not limited to:

• Schedule C: Self-employed income and deductions

• Schedule E: Rental real estate, partnerships, and other passive income

• Capital gains and investment income

• Equity Compensation (RSUs, Stock Options, ISOs, etc.)

• Retirement and tax-efficient investment planning

• Alternative Minimum Tax (AMT) considerations

• Tax credits and deductions for education, dependents, and more

• International Tax Implications

 

 

Business Tax Planning & Preparation

Our business tax services are designed to help small businesses not only meet their tax obligations but also implement strategies to reduce tax liability and plan for long-term success. From structuring your business tax filings to ensuring compliance with ever-changing regulations, we'll handle the details so you can focus on running your business. Together, we’ll create a tax plan that aligns with your financial goals, ensuring your business stays profitable and sustainable.