Individual Taxation

We can assist you with the intricacies of your personal financial situation to save on taxes, capitalize on tax reform opportunities, plan for major events, and deal with IRS and other tax agencies.

Where can we help?

  • Income tax return preparation and filing

  • Prior period reviews and amendments

  • Retirement planning (IRA, 401-K, SDIRA)

  • Tax agency representation and resolution

  • Tax credits, special deductions, and incentives

  • Expat and foreign individual tax compliance (FBAR, FATCA, FEIE)

  • Estate, trust, and gift taxes

  • Estimated taxes and tax planning

Schedule A Consultation

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