Individual Tax Services

We get to know you so we can have the tax laws working for you

  • Income Tax Planning
  • Income Tax Return Preparation
  • Fiduciary Tax Returns including:
    • Trust Tax Return Preparation
    • Estate Tax Return Preparation
  • Gift Tax Returns
  • Multi-state Income Tax Preparation
  • Prior Year and Non-Filed tax Returns
  • Expatriate tax preparation + FBAR filing
  • Foreign Financial Reporting
  • Audit Representation - Federal and State
  • Section 1031 Exchanges (Like-Kind)
  • Beneficial Ownership Information (BOI) Filings
  • Divorce Consulting
  • Electronic Filing
  • Home Sales
  • Amended Tax Returns
  • 1031 Exchanges
  • Financial Coaching
  • Tax Problem Resolution and Defense
  • Collections:
    • Tax Notices
    • Installment Agreements
    • Offers in Compromise
    • Penalty Abatement
    • Tax Research
  • Income Tax Planning
  • Income Tax Return Preparation
  • Fiduciary Tax Returns including:
    • Trust Tax Return Preparation
    • Estate Tax Return Preparation
  • Gift Tax Returns
  • Multi-state Income Tax Preparation
  • Prior Year and Non-Filed tax Returns
  • Expatriate tax preparation + FBAR filing
  • Foreign Financial Reporting
  • Audit Representation - Federal and State
  • Section 1031 Exchanges (Like-Kind)
  • Beneficial Ownership Information (BOI) Filings
  • Divorce Consulting
  • Electronic Filing
  • Home Sales
  • Amended Tax Returns
  • 1031 Exchanges
  • Financial Coaching
  • Tax Problem Resolution and Defense
  • Collections:
    • Tax Notices
    • Installment Agreements
    • Offers in Compromise
    • Penalty Abatement
    • Tax Research