Individual Tax Planning Services

Individual tax planning services are focused on strategic planning considerations including consideration of:

  • Compensation and related tax deferral strategies
  • Private and public investment opportunities and related tax deferral and minimization strategies
  • Gifts to related parties and related estate and income tax planning strategies
  • Marital issues including pre and post nuptial agreements and the division and accounting for community and separate property inventories

Individual Tax Compliance Services

Individual tax compliance services are focused on accuracy and compatibility with electronic surveillance and matching performed by regulatory agencies and include preparation of the following:

  • U.S. resident, non-resident and non-resident alien income tax returns including representation in connection with examinations by regulatory authorities
  • State and municipal income tax returns including representation in connection with examinations by regulatory authorities