Individual Taxes

We consider each of our clients wants and needs and offer a personalized approach to maximizing their situation.  We work with a wide client base who range from business owners, investors, public company executives, and others.   

Our tax services include:

  • Income tax return preparation
  • Income tax planning and quarterly tax calculations
  • Representation during audits
  • Stock planning, including stock options and other equity income
  • Real estate / rental property planning / Section 1031 transactions