Individual Taxation

Our individual taxation services are designed to help you minimize your tax liability while ensuring full compliance with all federal and state regulations.

What We Cover

We prepare and file individual federal and state tax returns for clients with straightforward to complex financial situations. Our services cover accurate reporting of various types of income, deductions, credits, multi-state filings, investment and business income, and proactive tax planning and saving tips to reduce future tax liabilities. We focus on accuracy, compliance, and year-round support so there are no surprises at tax time.

Comprehensive Tax Preparation

Accurate and efficient preparation of your federal and state tax returns, no matter how complex.

Deduction & Credit Maximization

Identifying every deduction and credit you are entitled to under current tax law.

Equity & Stock Compensation

RSUs, ISOs, NSOs, ESPPs, and other equity-based income, with strategies for timing sales to optimize tax outcomes.

Multi-State Income Tax Returns

For those who live, work, or own property in multiple states, including part-year and nonresident filings.

Investment & Capital Gains

Stocks, bonds, mutual funds, cryptocurrency, collectibles, and other investment assets.

Rental Income & Real Estate

Reporting income, expenses, depreciation, and gain/loss from rental properties and short-term rentals (Airbnb/VRBO).

Self-Employment Income

Freelancers, gig workers, independent contractors, and single-member LLC owners, including business deductions and quarterly estimated taxes.

Sale of Home or Rental Property

Tax planning for Section 121 exclusion, depreciation recapture, and 1031 exchange considerations.

Foreign Income & Expat Taxes

Foreign earned income exclusion, foreign tax credits, FBAR, FATCA compliance, totalization agreements and treaty-based planning.

Retirement Income

IRA/401(k) distributions, pension income, Social Security benefits, annuities, and required minimum distributions.

Education & Family-Related Credits

Education credits, student loan interest, dependent credits, child care credits and adoption benefits.

Amended Returns & Tax Notices

Reviewing prior-year returns, correcting major errors, and resolving IRS and state audits or tax notices.

Estate, Inheritance & Gift Tax

Reporting inherited property, stock, or business interests, and preparing Form 709/706 tax returns.

Tax Projections & Planning

Year-round guidance & optimized tax strategies to implement ahead of time and avoid surprises at tax time.

Estimated Taxes & Withholding

We help you calculate and pay estimated taxes to avoid underpayment penalties, especially for freelance or business income.

Unique Income Situations

Income from trusts and estates (Schedule K-1).
Royalties from books, music, or intellectual property.
Partnership and S corporation pass-through income (Schedule K-1).
Alimony (received or paid, with rules varying by divorce date).
Prizes, awards, and contest winnings (cash or non-cash).
Alimony (received or paid, with rules varying by divorce date).
Hobby income from activities not classified as a business.
Debt forgiveness (student loans, credit cards, mortgages) and COD income reporting.
Bartering or in-kind payments for goods or services.
Gambling winnings and losses (including lotteries and casinos).
Digital assets, crypto and NFTs sales and trades.
Lawsuit settlements (taxable vs. non-taxable portions)
Unemployment benefits and state or federal relief payments.
Crowdfunding income from platforms like GoFundMe or Kickstarter.
Subsidies and grants for individuals or small business owners.