Individual Tax

Customizing tax planning for 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

Individual Tax 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

____________________________

A TAX CLIENT’S PERSPECTIVE…

“I have used Adams Brown’s services for decades, both as a business owner and an individual. The response to questions and timely filing of tax returns is the best I have ever experienced. The knowledge evidenced is greatly appreciated.”

Mick Davis – Hutchinson, KS

____________________________

Industry Specializations for Individual Tax Business Owners