Tax Planning and Compliance for Individuals
Focusing on customized tax planning for meeting individual goals and minimizing tax burdens
Tax planning, compliance, and reporting for individuals remains a challenge. Changes at the federal level due to the Tax Cut and Jobs Act (TCJA) and continuing changes to state tax codes make it increasingly important for you to have the right partner on your team.
At the heart of these changes are new opportunities for you to minimize your tax burdens and preserve wealth through proactive tax planning, consultation, and implementation. Issues where you may need counsel include:
- Capitalizing upon the continuing opportunities from the Tax Cuts and Jobs Act
- Timely and comprehensive assistance regarding representation before federal and state taxing authorities
- Tax minimization strategies and plans for wealth transfer resulting from an exit or succession plan
- Pinpointing tax-advantaged strategies and plans for estates, gifts, and charitable giving
- Determining eligibility and capturing federal and state tax credits including family and dependent credits, income and saving credits, healthcare credits, itemized deductions, and education credits
For a confidential, no-obligation review of your tax situation, contact Jessica Dennis, Principal, using the fillable “Contact Us” form on this page.
With the right help, you can navigate through the confusing maze of changing tax laws and regulations. Customized tax planning solutions to help meet your goals while minimizing tax burdens include:
- Tax minimization
- Self-employment planning
- Business tax planning and preparation
- Charitable, estate and gift planning
- Representation before federal & state tax authorities
- Retirement and education planning
- Transfer of wealth/succession planning
- Multi-state planning and preparation
- Itemized deduction planning
Adams Brown provides tax solutions for companies or organizations in the following industries:
Tax Service Line Team Leader:
Susan Day, CPA
For more than 20 years we have had a strong, stable relationship with Adams Brown. Their knowledgeable team has a strong understanding of our business and have been great partners. They have been instrumental in improving our business and financial operations over the years. We have never considered changing firms and would recommend them to anyone without reservation.
Walt Hill – High Plains Mental Health Center
The prompt, personal service provided by the Adams Brown team is the best benefit in working with this firm. They offer knowledgeable advice and help my business plan for any eventual scenario. Their guidance and support show their commitment to helping our business succeed. I would recommend them to anyone looking for an accounting firm that has the best interest of the business and its success at heart.
John VonLintel – JROBB, LLC
Par Exsalonce has used Adams Brown for over 10+ years for our payroll needs and have found them to be informative, helpful and accommodating. The salon is quite large and we are constantly adding new employees to the two locations. In addition, they handle insurance, IRA, Aflac and other deductions we throw at them! The entire team is wonderful to deal with – from the receptionist to the accountants that handle our diverse business needs. We could not ask for a more knowledgeable and dependable group of people. Our thanks to them many times over!
Teri Mills – Par Exsalonce
“With Adams Brown, we don’t just get a financial advisor – we get a business partner. Our engagement team does an excellent job serving our needs and continually works with us to develop a plan for long-term success. When we come to them with a question, they go above and beyond to get the answer. Knowing we have that kind of support and dedication from our CPA is important. Our company has been in business a long time, and having a partner like Adams Brown will help keep us on a successful path for many years to come.”
Gary Shorman – CEO, Eagle Communications, INC.
“I own a small business that has been running for over 40 years. I am proud to say we have been with Adams Brown for many of them! I am very pleased with the service they provide and their commitment to helping me grow my business. When I first began working with Adams Brown, I received guidance and a set of guidelines to follow that helped me achieve my business goals. I have full confidence that if I am unable to reach my main contact, I will still receive the best service so that I can stay on track. I highly recommend the team at Adams Brown.”
Dan Woolard – Midway Manufacturing, INC.