Individuals
“Tax preparer is excellent and very patient. Thank you for all the years of excellent service.” – R.R.
“Your firm’s constant attention to detail provides alot of confidence. Paul’s ability to quickly react to new/updated information without any hesitation is also outstanding. Thanks!” – M.B.
“The S & K client center is fantastic, and gets better every year. It provides maximum efficiency especially for small businesses and is easy to use.” – P.H.
Focused on Your Success – Income Tax Services for Individuals
Maximizing your income means minimizing your income tax liability. Select us as your CPA / tax preparation firm and your tax return won’t be a source of stress in April.
Here is your road map to stress free tax return preparation:
-
Individual income tax preparation
-
Income tax planning and projections
-
Tax saving strategies throughout the year
-
Estate and trust income tax returns
-
Specializing in multi-state returns
-
Virginia
-
Maryland
-
District of Columbia (DC)
-
If a state has an income tax, we have experience with that state
-
-
Amended tax returns and net operating loss carry backs
-
Review of previous year tax returns
-
Free electronic filing
-
Representation before the IRS and state tax departments
-
Response to IRS and state letters of inquiry
-
On-line 24 / 7 access to your prior year tax returns in our client center
-
Small unincorporated businesses
-
Selection of the best business entity for you
-
Advice on the tax effects of real estate transactions
-
Rental properties
-
Short sales and foreclosures
-
-
Managing capital gains taxes on security sales
-
Stocks
-
Bonds
-
Mutual funds
-
-
Tax credits and shelters
-
Oil and gas partnerships
-
Individual Retirement Accounts (IRAs and Roth IRAs)
-
Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs)
-
Education planning (Section 529 accounts)
-
Alternative Minimum Tax (AMT) consulting
-
Minimum tax credit planning
-
Employee stock options
-
Nonqualified stock options
-
Incentive stock options
-
-
Here is your guide to easy tax return planning:
-
Tax planning before year end (as often as necessary)
-
Initial tax return meeting (optional for returning clients)
-
Tax organizers available on request (optional)
-
Initial tax return preparation by our CPAs and accountants
-
Our questions and your answers
-
Preparation, discussion, and revision of draft tax returns (we value your input)
-
Completion of final tax returns and final meeting (optional)
You can control your tax liability with our help by:
- Planning for your tax liability throughout the year
- Matching tax savings strategies to your personal financial goals
- Minimizing audit risk by understanding how the IRS reviews tax returns
- Reviewing your tax return drafts for more input on your tax returns
- Analyze the “what ifs” – making the maximum pension contributions versus no pension contributions
Get Tax Help Now!