Individual taxation

Whether you are currently single, expecting a baby or have a family, you will face at some point complex tax issues. It is extremely important to work with a qualified tax advisor that is up to date with all the changes and developments in tax laws. We will go beyond preparing your annual tax returns and will assist you with income tax planning to minimize your income tax liability.

Our team of experts can assist you in navigating through these tax complexities with the following:

  • High level review of previously filed income tax returns for new clients
  • Preparation of individual, state and city tax returns
  • Preparation of foreign informational reporting requirements
  • Education, retirement, charitable and life insurance planning

Implementation of income tax planning techniques such as splitting income, shifting income, deferring income tax or tax-exempt investments.

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