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Individual Services

With the ever-increasing complexity of our federal and state tax codes, we understand that our role is to understand and explain clearly the practical impact of the tax system on our clients’ financial affairs. Our team takes the time to fully understand your individual situation and will work with you to develop a multi-year plan to help you keep as much of your hard earned dollars in your pocket as possible, as well as preserve wealth for future generations.

Some of our individual services include

Tax Analysis and Planning: Whether you are evaluating your options with respect to enhancing your retirement plan contributions, determining the most efficient strategy to exercise your stock options, or taking advantage of college tuition credits and deductions, we will work hand-in-hand with you to determine the most tax-efficient and cost-effective approach. We also specialize in assisting our clients minimize the financial burdens and challenges in the context of a divorce.

Compliance Services: Whether you file in one state or a dozen, we have the expertise to make sure that your returns are filed correctly, cost-effectively, and on time. We also have a robust international tax practice, assisting a number of clients who maintain tax homes in foreign countries meet their US compliance obligations. We currently have clients living in Brazil, Canada, Great Britain, South Africa, Sweden, Thailand, and Zimbabwe, among others.

Audit and Appeals: We always have your back. In the event that you are ever audited by the IRS or a state tax authority, we will represent you with the professionalism and expertise you expect, and ensure a fair and just outcome.