Individual Clients

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