Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years, we have prepared and filed hundreds of Federal and State returns.

The majority of our clients are age 50 or older.  We are experienced in planning for and addressing the unique issues that impact this age group as they prepare for retirement.  To read about our special tax preparation price for those 50 or older, click here.

Our services include (but are not limited to) the following:

  • IRA required minimum distributions (RMDs), rollovers, and inherited IRAs
  • Roth conversions
  • minimizing taxes on stock and mutual fund sales
  • retirement distributions
  • stock award and stock options
  • taxation of Social Security benefits
  • tax-efficient annuity income strategies
  • lump-sum distributions
  • tax-efficient portfolio strategies
  • charitable giving strategies