Individual Tax Preparation & Planning

Navigating personal taxes can be complex, especially with evolving tax laws and unique financial situations. We provide comprehensive tax services for individuals, ensuring that you remain compliant while maximizing your potential refunds and minimizing your tax liability. From simple filings to complex multi-state returns, we offer a personalized approach tailored to your specific financial goals.

Our Process for Individual Filings

1. Comprehensive Document Gathering Before we begin, we help you organize your records to ensure an accurate and seamless filing. This includes:

  • Income Documentation: W-2s, 1099-NEC (Contractor pay), 1099-INT/DIV (Investment income), and K-1s from business entities.

  • Deduction Records: Mortgage interest statements (1098), charitable contribution receipts, medical expenses, and student loan interest.

  • Life Events: Documentation for home sales, birth of a child, or changes in marital status.

2. Strategic Tax Planning We don’t just record history; we help you plan for the future. We collaborate with you to implement tax-efficient strategies such as:

  • Retirement Contributions: Maximizing deductions through Traditional IRAs or 401(k) planning.

  • Education Savings: Utilizing 529 plans and identifying available education credits (AOTC/LLC).

  • Tax Loss Harvesting: Offsetting capital gains with investment losses to lower your taxable income.

3. Detailed Review & "Write-Up" We perform a thorough review of your financial data to identify "red flags" before they reach the IRS. We verify that all reported income aligns with IRS records and ensure you are taking advantage of every credit you are entitled to, such as the Child Tax Credit or Earned Income Tax Credit.

4. Filing & Compliance

  • Form 1040: Preparation and e-filing of your Federal Individual Income Tax Return.

  • State & Local Returns: Accurate filing for all states where you resided or earned income.

  • Estimated Payments: Calculating quarterly vouchers to help you avoid underpayment penalties for the following year.

Who We Serve

  • High-Net-Worth Individuals: Tailored strategies for complex portfolios and wealth transfer.

  • Remote Workers & Freelancers: Expertise in multi-state filings and home office deductions.

  • Families & Executives: Focused planning for education, retirement, and equity-based compensation (RSUs/Stock Options).

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