Tax Planning

Proactive tax planning will avoid unnecessary surprises and penalties and provide time to take action on available opportunities.

 

Tax Planning Events Include:

• Marriage, divorce, loss of spouse

• Change in employment status (new job, retired, started a new business)

• Exercising employee stock options

• Purchase or sale of rental property or primary home

• Investment gains/losses

• Inheritance 

 

 

Tax Preparation

The tax laws are increasingly complex and continually changing. Most taxpayers will benefit from the services of a qualified tax professional. Beyond preparing an accurate tax return, they anticipate changes to your tax situation.

 

Clients served include:

Individual investors

• brokerage account

• employee stock options

• rental property

Solopreneurs

• Sole proprietor

• Single Member LLC

• Service based business