Tax Preparation

Our Individual Tax Preparation service is a backward-looking, one-time review designed to ensure absolute accuracy and keep you 100% compliant with tax laws. We take the stress out of filing season by handling the heavy lifting for you.

• Comprehensive Form 1040 Filing: Preparation of your federal, state, and local income tax returns.

• Complex Schedule Handling: Complete filing for investment portfolios (Schedule D), rental properties (Schedule E), and sole proprietorships/side hustles (Schedule C).

• Deduction Optimization: For those it may benefit, doing a deep dive into itemized deductions (medical, mortgage interest, charity, etc) as opposed to the standard deduction to give you the highest benefit.

• Life Event Adjustments: Specialized handling of major milestones like buying a home, getting married, having a child, or moving states.

Tax Planning

Our Individual Tax Planning service is a proactive, forward-looking partnership. Instead of looking at what you already spent, we strategically structure your finances before December 31st to drastically lower your tax liability. This offering includes tax preparation each year.

• Mid-Year Income Modeling: Projection of your current and upcoming tax brackets to time capital gains, bonuses, or property sales.

• Retirement & Investment Optimization: Strategic guidance on maximizing different types of investment accounts (retirement or otherwise) to best benefit you.

• Estimated Tax & Withholding Reviews: Adjusting your W-4 or calculating quarterly estimated payments to avoid underpayment penalties and eliminate surprise tax bills.

• Charitable & Gifting Strategies: Implementing advanced tax-saving methods like Donor-Advised Funds (DAFs) or tax-smart family gifting.

• Custom Tax-Reduction Blueprint: A personalized roadmap delivered mid-year outlining exact, actionable steps to lower your tax liability.