Individual Tax Services

Individual Tax Return Preparation

Prepare and file federal tax returns for both residents and nonresident taxpayers with accuracy and confidence.

Federal, State & Multi-State Tax Returns

Prepare tax returns for one or multiple states while ensuring compliance with all applicable tax requirements.

ITIN Applications & Renewals

Complete ITIN applications and renewals through our Certified Acceptance Agent (CAA) services, making the process easier and more convenient.

City & Local Tax Returns

Prepare and file required city and local tax returns accurately and on time.

Itemized Deduction Review

Review eligible deductions, including mortgage interest, property taxes, medical expenses, and charitable donations, to help reduce your tax liability and maximize your tax savings.

Stock Compensation Reporting

Report ESPPs, RSUs, ISOs, and NSOs while ensuring tax treatment.

Sale of U.S. & Foreign Properties

Report property sales correctly and calculate capital gains or losses while applying eligible tax benefits.

Rental Property Tax Reporting

Report rental income, expenses, and depreciation to help maximize allowable deductions.

Self-Employed & Schedule C Filing

Prepare Schedule C returns and help self-employed individuals claim eligible business deductions.

Foreign Income Reporting

Report foreign income and overseas financial assets while meeting U.S. tax reporting requirements.

FBAR & FATCA Filing

Prepare required foreign financial account reports to help you stay compliant and avoid unnecessary penalties.

Tax Planning & Consultation

Receive personalized tax planning strategies to reduce future tax liabilities and make informed financial decisions.

IRS & State Tax Notice Assistance

If you've received a tax notice, we'll review it, explain what it means, and help you respond with confidence.