Preparing and filing federal and multistate income tax returns for individuals and families.

• Estimated Tax Payments
  Accurate calculation and timely preparation to avoid surprises.

• Income Tax Projections
  Forward-looking tax estimates to support budgeting and planning.

• Tax Deferral Strategies
  Deferral and reporting techniques, including 1031 like-kind exchanges.

• Stock Options & Compensation Planning
  Timing and character analysis for ISOs, RSUs, and bonuses.

• Alternative Minimum Tax (AMT) Planning
  Identify potential AMT exposure and strategies to mitigate it.

• Gift & Estate Tax Strategies
  Tax-efficient wealth transfer planning tailored to your goals.

• Retirement Tax Planning
  Maximize retirement savings while minimizing your tax burden.

• Education Planning
  Save for education with tax-advantaged strategies like 529 plans.

• Charitable Giving Strategies
  Structure contributions for maximum tax impact.

• Real Estate Tax Consulting
  Guidance on tax implications of buying, selling, and leasing property.

• Multi-State Tax Planning
  Navigate the complexities of income earned across multiple states.

• IRS Representation & Tax Controversy Support
  Experienced support for audits, disputes, and compliance issues.

• Tax Notice Resolution
  Prompt, professional handling of IRS and state tax notices.