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. Naturally, we are available year-round to answer tax questions and perform any needed analysis.
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:
- Year-end planning
- Purchase or sale of property
- Exercise or sale of employee stock options
- Alternative minimum tax
- State relocation analysis
- Gift and estate taxes
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.