This group includes a wide range of individuals with different backgrounds. We handle their annual income tax filings, quarterly estimated tax requirements, and year-end tax planning, which has become a necessity for most of them. We also emphasize the importance of income tax and estate tax planning.
We provide tax consultation to our individual clients in the following areas:
- Start-up and small business tax issues for self-employed individuals
- Retirement planning for the golden years
- Stock option strategies
- Real estate transactions, including §1031 exchanges
- Estate planning
- Foreign investments