Personal Tax & Professional Services
Personal Tax & Professional Services
These services help individuals stay compliant, optimize their financial life, and plan for long‑term stability.
1. Personal Tax Preparation & Filing
- Preparing federal and state income tax returns
- Ensuring accurate reporting of income, deductions, and credits
- Identifying tax‑saving opportunities (retirement contributions, education credits, etc.)
- E‑filing and year‑round support for IRS notices
2. Tax Planning
- Strategies to reduce tax liability throughout the year
- Planning for life events: marriage, divorce, home purchase, inheritance
- Guidance on estimated tax payments for freelancers or gig workers
3. Financial Planning
- Budgeting and cash‑flow management
- Retirement planning (401(k), IRA, Roth IRA strategies)
- Investment planning and risk assessment
- Education savings plans (529 plans)
4. Estate & Wealth Services
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Tax planning reduces surprises and supports long‑term financial goals.