Individual Tax Services
Individual tax services likely involve more than you think. These services often extend to families, family offices, and their related ventures, from executors and trustees who are managing estates and trusts, privately held companies, and public companies where you serve on the Board of Directors, to the trusts you fund, and the charitable foundations you start.
Making sound tax and financial decisions that affect your family and your business requires year-round attention to current and changing tax law – not just when a filing deadline is approaching. At L&H, we are engaged in our client relationships all year, ensuring you are getting the guidance and service you need.
What We Are Talking To our Clients about
Cap Gains
The difference between a capital gain transaction and self-employment income.
TCJA
The impact of the Tax Cuts and Jobs Act (TCJA) on home builders.
Deductions
Which costs to immediately deduct and which should be capitalized and carried.
Tax Planning, Compliance, & Consulting
You need a tax plan that minimizes liability, maximizes savings, maintains compliance, and keeps you in line with your future goals. To get there, you need knowledge of current and changing tax laws and their impact. Here are some of the individual tax planning, compliance, and consulting services we provide:
Projections and Estimated Tax
Calculation of Alternative Minimum Tax
Investments and Capital Gains Transactions
Analysis of Tax Implications of a Divorce or Separation
Retirement Planning
Residency Considerations
Analysis of Pension Benefits
Qualified Business Income Deductions
Fiduciary Tax & Trust Services
Family Limited Partnership Tax Planning & Compliance
Representation before the IRS or State Tax Authorities
Tax Preparation
Our individual tax filing services include Form 1040, Forms 1041, 709, and 706 for estates and trusts, Forms 1065, 1120S, and 1120 for private and public companies, Form 990PF for charitable foundations, and state tax filings for all U.S. states, including multi-state filings, as well as other informational and local filings.
Contact us to find out more about our comprehensive individual tax preparation services and how we can serve your unique needs.
Individual Tax Services Specialist
Maria C. Bunker, CPA
Maria joined Livingston & Haynes as a staff accountant after graduating from Emmanuel College in 1997. She also received a Master’s of Science in Accounting from Bentley University and earned second honors on the CPA exam in Massachusetts. She became a partner in 2017. Her specialties include audits and tax planning. She works with clients in a range of diverse industries including financial services, real estate partnerships, and various nonprofit organizations.
