Individuals
Over my decade in public accounting, I’ve served clients in every walk of life and every income range. Often individual taxation is more complex than it originally appears and people find themselves at a disadvantage without knowing the options or possible outcomes before filing their return. I’ve spent my career chasing down the most complicated, difficult, and unusual tax situations available. Let me give you and your family the peace of mind you deserve in knowing that you’re getting the best tax outcome available for any situation.
Services:
1040 Prep
Amended Returns
FBAR Filings
Penalty Abatement
Single/Multistate Returns
IRS Notice Response
Investor/Trader Status
Gift Tax Returns
Tax Planning
Tax planning is the difference between being proactive versus doing damage control come tax time. It is by far the most underappreciated aspect of personal tax. Often times, people assume that taxes are black and white and that there is no way to change the outcome. This couldn’t be further from the truth! For many people, proper tax planning could make the difference between owing tax and getting a refund. There are so many strategies that people are generally unaware of that could save thousands on their tax returns, doing nothing more than what they were already planning to do. I’m very passionate about tax planning for my clients. So much so that I developed my own tax planning software! It uses complex calculations and linear programming to tell you to the dollar what you should do with your money to maximize your deductions & credits, and minimize your tax burden! Clients who engage me for this service sleep easy knowing there won’t be any surprises waiting for them on April 15th.