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Individual Tax Planning and Return Preparation

Our services include preparation of federal and multi-state returns, tax projections, W-4 analysis. estimated tax payment calculations, and extensive year round tax planning to minimize or defer taxes. We consider the use of tax credits, planning for deductions, and retirement plan savings. We are also well versed in the tax implications of various types of stock options, employee stock purchase plans and restricted stock units.

We have experienced staff in representing individuals before the Internal Revenue Service and other taxing authorities, should you find yourself in that situation.