Individuals Returns & Planning
Individual tax returns
- 30+ years experience
- Thousands of individual tax returns filed
- Out of state returns for any state in the US
- Work remotely with many clients that move or snowbird
- Long term, annual and mid-year tax planning and tax forecasting services.
- Are you buying or selling a home?
- Refinancing the Home?
- Buying Rental Property?
- Thinking of Retiring?
- Getting Married?
- Giving to Charity?
- Selling Stocks/investments?
- Your company give you stock options?
- Starting a business?
- Buying a business?
- Have kids getting ready for college?
International returns and planning
- US Citizens working abroad
- US Citizens living abroad
- US Non-resident with US Income
- Green card holders living in US
- Green card holders obligations when not living in US
- Is done in conjunction with the investment advisor/financial planner individual’s clients already have on board.
- I comment on tax aspects of financial decisions.
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