Services

• Individual & Family Tax Preparation
• Tax planning for Tax Savings
• Investments/Capital gains & Losses
• Qualified Stock Dividends
• Stock Options including ISOs
• Sale of Real Estate
• Deductions for personal residences
• Rental Properties
• Same Sex Marriage Tax Issues
• IRA/Roth IRA/401-k
• Inheritances
• State Return
• Alternative Minimum Tax (AMT)
• Education credits and deduction
• Child Care Credits/dependency exemptions/Child Tax Credits
• Student Loan interest Deductions
• Sales Tax deduction
• Employee Business Expenses
• Investment Advisory Fee deductions
• IRS problems and IRS audit and correspondence