Individual Taxes
SIMPLIFYING YOUR TAX JOURNEY THROUGH LIFE
As you move through your different stages of your life, we are here to support and simplify your tax filing needs. Not only we take care of tax compliance work, we also work with outside professionals to form a team for you and your families. Our goal is to collaborate with financial advisors, estate planning attorneys and various other professionals to meet your needs whether its income tax planning, wealth transfer or philanthropic giving, we are here for you.
Collaborative Expertise for Your Financial Well-being
A Quick Glance of Our Services
Tax compliance & advisory consulting
Quarterly estimated tax planning
Stock option planning
Year- end tax planning
Small Business Stock (Section 1202) consulting & documentation
State & Local tax consulting
Sales & Use tax / Indirect tax consulting
International tax consulting
Estate & Trust compliance & consulting
Gift tax strategies
Succession planning
Business exit planning