Personal Tax

Whether you are a:

  • Salaried Individual
  • High earning executive
  • Small business owner
  • Expatriate with foreign income
  • Retiree with IRA distributions
  • High net worth individual with trust and estate planning

Personal tax planning is a year-round process that ultimately concludes with filing of one's individual tax returns. In tax planning "one size does not fit all"! Our tax practitioners work with each client to understand their specific tax situation to customize a tax plan and strategy for them. We comprehensively review the client's income and related deductions, filing status and exemptions, investments, tax credits and other related issues to devise a comprehensive tax strategy.

We then prepare and file the various tax forms and their sub such as

Including the various sub-schedules that go along with those forms. We are authorized by the Internal Revenue Service to 'e-file' your tax return so that you can receive your refund quickly.