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.
Solutions
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
- Divorce
- 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
Industries
Adams Brown provides tax solutions for companies or organizations in the following industries:
Tax Service Line Team Leader:
Susan Day, CPA
Contact Us:
Testimonials
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