Individual Tax Planning & Preparation

Tax Planning & Strategies

“Planning is bringing the future into the present so that you can do something about it now.” This quote by Alan Lakein highlights the importance of making informed decisions when it comes to your individual tax position. Our firm has broad experience advising entrepreneurs, real estate investors, and others with complex tax situations. A thorough tax plan, sometimes spanning several tax years, can result in significant savings over time. We are uniquely suited to assisting entrepreneurs and business owners make tax planning decisions which will most benefit their needs.

Preparation & Compliance

As tax professionals, we know interpreting the tax code can be a challenge at best. With our many years of experience in handling the individual returns of business and property owners, our firm is best suited to individual clients with situations which extend beyond a simple return.

TYPES OF IndividualS WE WORK WITH

Our firm is a good fit for clients with the following types of income:

• Rental Property Income (Schedule E)

• Pass-through Entity Income (Schedule K-1)

• Individuals with Sales of Property (Schedule D)

  • Brokerage Accounts

  • Sale of personal Home

  • Sale of Investment Property

• Installment Sale Income (Form 6252)

• Investment/Rental Property Exchanges (Sec. 1031)