For Individuals

Planning

• Personal Tax Strategy: Tailored tax advice for high-income professionals on managing investments, real estate, and other personal assets to optimize tax outcomes.
• Investment and Stock Option Planning: Detailed guidance on managing capital gains, stock options, and other investment-related tax implications.
• Major Life Event Planning: Proactive strategies for anticipated changes such as large bonuses, family trust distributions, and inherited IRAs, ensuring optimal tax planning.

Preparation

• Annual Tax Return Preparation: Detailed preparation of individual tax returns using our three step process, ensuring all possible deductions are captured to reduce tax liabilities.
• Quarterly Estimated Payments: Management and calculation of quarterly estimated tax payments to avoid underpayment penalties and manage cash flow.
• Basis Tracking for Investments: Meticulous tracking of cost basis for private investments to ensure accurate reporting and capital gains calculations.

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