Individual Taxation Services

Tailored Tax Solutions for Every Individual

Expertise That Meets Your Unique Needs

Whether you’re self-employed, managing rental properties, or dealing with multi-state tax issues, our team has the expertise to handle your specific tax situation. We provide personalized services that include, but are not limited to:

• Self-Employment: We assist freelancers and contractors in optimizing their tax positions.
• Property Transactions: From rental income to home sales, we ensure your real estate taxes are in order.
• Equity Compensation: We advise on stock options and equity plans to maximize your after-tax income.
• Multi-State Taxation: Our knowledge spans across state lines to keep you compliant everywhere.
• Cryptocurrency Transactions: Stay ahead with our crypto tax expertise.
• International Tax Matters: We handle foreign income exclusions and tax credits with global insight.

Proactive Tax Planning for Long-Term Success

Strategic Advice Beyond Tax Filing

Our clients value more than just tax filing; they seek a strategic partner for long-term tax planning. We engage in discussions on:

• Equity Compensation Planning: Timing and strategies for stock sales.
• Real Estate Purchases: Tax implications of buying a new home.
• Filing Status: Insights on joint versus separate tax returns.
• Dependent Tax Benefits: Maximizing your returns with dependent claims.
• State Relocation: Tax considerations when moving states.

Resolving Past-Due Tax Returns with Discretion

Bringing You Up-to-Date with Ease

If you have unfiled tax returns or lost records, don’t worry. Our team is adept at reconciling past records and negotiating with tax authorities to bring you back into compliance. We explore all avenues, including abatement programs and payment plans, to resolve your tax issues.