Individual Tax Services

Federal and state income taxes, complex returns, international tax issues,

income tax planning for individuals

INDIVIDUAL TAX RETURN

  • Federal Return (Form 1040)
  • All State & Local Returns 
  • Foreign Income & Business Asset Dispositions
  • Rental Properties & LLCs

NEW CLIENT TAX CONSULTATION

Free Consultation | Call (904) 280.0771

  • 45 Minute Meeting To Discuss Tax Questions
  • Review Of Prior Year Tax Return

FBAR

Report of Foreign Bank and Financial Accounts 

  • Reporting Of Foreign Bank & Financial Accounts For U.S. Persons, Which Include U.S. Citizens, Resident Aliens, Trusts, Estates, & Domestic Entities That Have An Interest In Foreign Financial Accounts & Meet The Reporting Threshold.

TRUST TAX RETURN

  • Federal Return (Form 1041)
  • All State Returns
  • Beneficiary K-1 Statements
  • Revocable & Irrevocable Trusts

INDIVIDUAL TAX PLANNING

  • Year-End Income Tax Analysis
  • Federal & State Quarterly Estimates
  • Deduction Optimization

INTERNATIONAL TAXPAYER IDENTIFICATION NUMBER

  • Preparation & Filing Of Application