Individual

What We Do

Have Peace of Mind

Each client is always being treated like a valued customer as we offer individual tax returns, annual tax projection, quarterly estimated tax, gift & estate tax, and IRS & State audit representation. When our clients require multi-state tax compliance, reporting foreign income & paying tax, reporting FBAR & FATCA, or tax saving strategies on retirement plans, our experts will conduct in-depth research on IRS publications and perform due diligence to help the client make informed decisions.

Services

For Individuals & Families

Tax Planning & Advising Services

* Develop individual & family tax planning goals

* Project tax outcome based on current situations

* Identify tax saving areas and advise action plans

* Consult on foreign tax issues and FBAR & FATCA

* Represent client for IRS, State & Local tax audits

Tax Preparation & Review Services

* Prepare individual Federal and State tax returns

* Review prior year tax returns for tax saving opportunities

* Prepare quarterly tax and payroll tax estimates

* Prepare estate, trust, and gift tax returns

* Produce multi-state tax and local tax reports

Accounting & Financial Planning

* Prepare detailed personal financial statements

* Conduct budget analysis for financial improvements

* Develop short term & long term financial goals

* Advise financial & tax impact on investment portfolios

* Consult financial & tax impact on investment properties

Retirement & Estate Accounting

* Develop strategies for personal retirement plans

* Consult financial & tax impact on retirement portfolios

* Advise tax impact on transfer of asset & debt for estate & trust

* Produce cash flow analysis on estate & trust accounts

* Perform accounting & administrative tasks on estate & trust