Individuals

Individual Income Tax

Individual Services We serve our clients by providing the following individual income tax services:

 

  • IRS audits & collection problems
  • Filing back year’s tax returns
  • Buying or selling a home
  • Moving expenses
  • Out-of-state tax returns
  • Retirement plan/IRA distribution tax management
  • Executive stock options/restrictive stock

 

Financial Planning

We also provide independent fee-only financial planning to our clients. Please visit our Financial Planning section.