Individuals Returns & Planning
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. With today's mobility of people and investments, I can prepare state returns for any state needed. Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Are you buying or selling a home?Refinancing the Home?Buying Rental Property?Thinking of Retiring?Getting Married? Divorced?Giving to Charity?Selling Stocks/investments?Starting a business?Buying a businessHave kids getting ready for college?