Get Profitable- Permanently

TAXES FOR INDIVIDUALS

If you have multiple streams of income whether from jobs, businesses, investments or real estate - you know that tax rules and regulations keep changing all the time.

If you don't want to spend hours of your time keeping up with those changes and figuring how how much you owe (or get surprised by your bill every year) - we can help you get it done right the first time (while saving money and planning your refund in advance!)

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WHO IS THIS RIGHT FOR?

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We work with..

  • corporate executives,
  • startup employees,
  • professionals,
  • business owners,
  • investors,
  • real estate owners
  • public sector employees
  • retirees

who have various income streams and investments (like stocks, stock options, mutual funds and alternative investments) and who want to save money on taxes by hiring experts.

PACKAGE DETAILS

Taxes for Individuals

Includes:

  • Reporting income from employment, trade and investments
  • Deductions for rental property owners & depreciation of assets
  • Tax-deferred exchanges on sale of property
  • Review of previous income tax filings
  • Suggestions for tax reduction
  • Pre-filing refund plan
  • Optional: Trust tax returns for individuals with deceased family members

 

 
 

Have other questions?

Ask us during the call and we’ll make it a part of your custom plan. We have been filing taxes for thousands of clients over the years, so if you have a situation - we have dealt with it before!