We are experts in individual tax preparation, preparing and filing thousands of tax returns annually. Our clients have residences in almost all 50 states and abroad. We’re well-versed in multi-state and international tax implications and real estate transactions.

We specialize in the following topics of individual tax preparation:

• Rental properties-We advise tax strategies for the purchase, rental and sale of the property.
• Small business sole proprietor taxation.
• 1031 exchanges for rental properties.
• Restricted stock granted from your employer-How is this taxed? What planning needs to be done.
• Tax exempt income at the federal and state level.
• Tax basis planning for businesses you invest in actively and passively.
• College planning-Tax strategies for saving for college and for when your kids are in college.
• Retirement plan tax strategies.
• Tax Planning to lower Medicare premiums which start at 65.
• Health Savings accounts.
• Qualified Charitable distributions from your IRA
• Paycheck-Federal withholding analysis. Did you owe a lot of tax due to incorrect withholding from your pay? We can help with this planning.