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Individual Taxation

Our Tax Professionals have years of experience and thousands of returns under their belts. We believe we can handle almost any situation. This includes but is not limited to:

  • Complicated brokerage statements and K-1s.
  • Sole proprietary businesses
  • Retirement plans
  • Rental properties
  • Expat taxation

We are also not arrogant enough to say we know it all. We are honest and transparent. If we don’t know the answer immediately to something, we will tell you so and then find out what information is needed. Taxes are always changing and not a day goes by where we don’t learn something new that helps us to best assist our clients.

We also have a vast network of associates we have known over the years. If we are not appropriate for a certain task, we can refer you to someone who is.