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Tax

Individual Tax

Personal tax guidance for an increasingly complex financial life. As income sources, investments, businesses, real estate, and state filing obligations become more complex, individual tax preparation often requires more than entering information into tax software.

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Individual Tax Services

We assist individuals with:

  • Federal and state income tax returns
  • Estimated tax payments
  • Capital gains and losses
  • Rental property income
  • Pass-through income and K-1s
  • Self-employment income
  • Retirement-related tax considerations
  • Education-related tax benefits
  • Deductions and credits
  • Multi-state filings
  • IRS and state correspondence
  • Year-end tax planning

Life Changes Can Affect Your Taxes

Major events can create significant tax consequences.

We help clients understand the tax implications associated with changes such as retirement, relocation, property sales, business ownership, changes in income, and other significant transactions.

Frequently Asked Questions

Do I need a CPA for my individual tax return?
Not every taxpayer does. Professional assistance becomes more valuable as income sources, investments, businesses, rental properties, K-1s, or multi-state obligations become more complex.
Can you prepare returns for multiple states?
Yes.
Can you help determine quarterly estimated payments?
Yes.
Do you provide investment advice?
Our work focuses on the tax consequences of financial and investment decisions. We do not provide investment-management services.

This material is provided for general information only and does not constitute accounting, tax or legal advice. It does not take account of your particular circumstances. Contact the firm before acting on anything you read here.

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Take a Proactive Approach to Your Taxes

Get tax preparation and planning that considers more than the filing deadline.

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