INDIVIDUALS:

Retirement

We prepare Federal, State tax returns in all fifty states, and all city tax returns.  All returns include Free E-Filing.

 

We can review your prior years tax returns for free to determine if you included all allowable tax deductions.  If you did not include a deduction, we will amend your income tax returns.

 

We offer individualized attention and will guide you every step of the way.

Taxes

 

 

 

We offer a tax analysis to determine when the best time for you to retire.  Does it make sense to continue to work and defer the social security you can receive?  Does it make sense to continue to work and collect social security?  Should your spouse continue to work?  When and how much in distributions should you take from your retirement plan?  Contact us today and we can assist you with your retirement analysis.

Late Tax Returns

If you have unfiled tax returns, contact us and we can assist you.  We can bring you current with your taxes.

Divorce

We offer tax assistance if you are in the process of a divorce.  We assist with determining your options with financial settlements.  We can also file your income tax returns.  Contact us in confidence to discuss your situation.

Most families want to transfer the maximum amount of wealth to the next generation of family members while incurring the minimum amount of estate and gift taxes.  We guide you through the complex estate and gift tax laws regarding succession planning to achieve this purpose. 

Estate Tax Planning

 

 

 

Marriage

Is it better to get married on New Year's Eve or New Year's Day?  We can determine when is the best time to get married in terms of saving taxes. 

IRS Notices

and Tax Liens

If the IRS has placed a lien on your assets or you have received a tax notice, call us.  We can represent you before the IRS, state and local taxing authorities.