Individual Taxation

Awesome Present

Tax Return

Our practice has obtained the expertise to navigate your specific regulatory environment and achieve desired outcomes on your return with solid professional integrity. Some common areas that we handle on a daily basis:

  • Self-employment/contractor/freelancer income
  • Rental property
  • Sale of Home
  • Multi-state allocation
  • Cryptocurrency
  • Foreign Income Exclusion & Foreign Tax Credit
Awesome Future

Tax Planning

Over the years, clients have given us one important piece of feedback: they often do not want someone “just filing our taxes.” Long-term strategy and building a relationship are important considerations. Some frequent topics that we are hired to discuss include:

  • New home purchase & related tax effects
  • Joint vs. separate tax returns
  • Tax benefits of dependents
  • Quarterly estimated taxes
  • Moving states
Awesome past

Past-Due Tax

We have been approached frequently with requests to reconcile past records and file past-due tax returns. Even if you have lost your records, our team will assist in obtaining information from the IRS and any relevant states. 

We can help estimate, reduce, or eliminate taxes or interest through various abatement programs, payment plans, and debt settlements (tax reductions) that are available through the government.