INDIVIDUALS


Tax Services and Planning for Individuals

At MJW, we have a long tradition of providing meticulous tax preparation services to individuals, including preparation of federal and state individual income tax returns. As part of our service, we are prepared to respond to notices from federal, state, or local authorities, and provide assistance should a return be selected for audit. We are available year-round to answer tax questions and perform any needed analysis.

Tax compliance services performed by MJW include preparation of:

  • Individual income tax returns, including any state in the U.S.
  • Satisfy compliance with disclosure requirements for holdings of financial assets outside of the U.S.
  • Household payroll quarterly and annual filings
  • Federal and state gift tax returns
  • Business license and personal property tax filings for self-employed individuals
  • Assist in response to tax notices and audits of tax returns
  • Representation during examination of returns by the IRS and other taxing authorities
  • Estate and trust accounting and tax compliance

In addition, we can supply a broad variety of income tax planning services. Whether working directly with you, or with your other professional advisors such as attorneys, investment advisors, and financial planners, we can provide a coordinated approach to tax-related areas such as:

  • Estimated tax payment assistance, including year-end income tax planning
  • Tax consequence to sale or purchase of principal residence or business property
  • Exercise and/or sale of employee stock options
  • Alternative minimum tax planning
  • State relocation analysis
  • Gift and estate tax planning

Our highly knowledgeable staff also provides basic gift and estate planning, including review of current estate planning documents, analysis of net worth, estate impact of how assets are titled, and transfer tax consequences.

WHAT OUR CLIENTS SAY:

T 703.237.2500

F 703.237.3616

info@mjwcpas.com

6402 Arlington Blvd., Suite 1130
Falls Church, VA 22042-2333