Individuals

Whether via the concierge plan or as needed we work with individuals on their federal and state tax compliance. This runs the gamut from basic compliance with your standard 1099s, 1098s, K1s and W2s to more complex issues involving property sales, investment gains, RSUs, STR operations, marriage and divorce activities and financial guidance. Our goal is to be your trusted financial resource that you are comfortable calling and bouncing a question off in the middle of the year as well as the firm that handles your tax compliance for the feds and the states.