Individual Services

Tax Preparation and Filing:

• Preparation and filing of federal, state, and local tax returns.

• Assistance with estimated tax payments.

Tax Planning:

• Strategies to minimize tax liabilities.

• Year-round tax advice to optimize financial decisions.

Tax Resolution Services:

• Help with resolving tax debts.

• Offer in Compromise (OIC) and installment agreement assistance.

Personal Financial Planning:

• Retirement planning and advice.

• Investment and portfolio guidance.

• Education savings planning (e.g., 529 plans).

Estate and Trust Tax Services:

• Estate planning to minimize estate taxes.

• Trust tax return preparation and filing.

• Guidance on the establishment and management of trusts.

Tax Implications of Life Events:

• Advice on the tax implications of major life events such as marriage, divorce, home purchase, or inheritance.

• Guidance on the tax impact of job changes, including severance, unemployment benefits, and retirement plan rollovers.

Self-Employed and Freelance Tax Services:

• Specialized tax preparation for freelancers, contractors, and gig workers.

• Guidance on deductible expenses and estimated tax payments.

Charitable Giving and Donations:

• Advice on maximizing deductions for charitable contributions.

• Assistance with establishing charitable trusts and foundations.

Tax Education and Workshops:

• Educational seminars and workshops on tax-related topics.

• Personalized tax education sessions for clients.

Digital Tax Services:

• Secure online portals for document submission and communication.

• Virtual consultations and tax preparation services.