Individual Tax Planning and Preparation
Individual tax planning
Make informed decisions and prepare for tax season with guidance tailored to your income, family, and financial goals.
- Year-end tax planningReview your tax outlook and opportunities before year-end.
- Estimated taxes & withholdingPlan quarterly payments and adjust paycheck withholding.
- Life changesUnderstand how marriage, a new child, divorce, or retirement may affect your taxes.
- Retirement planningEvaluate the tax impact of retirement contributions, withdrawals, and Roth conversions.
- Investment & stock compensation planningPlan for capital gains, stock options, and restricted stock.
- Self-employment & rental incomePlan for taxes on freelance work, side businesses, and rental properties.
- Charitable givingExplore tax-efficient ways to support the causes you care about.
Individual tax preparation & filing
Personal tax preparation with clear guidance and attention to the details that matter to you.
- Federal & state returnsPreparation and filing of your individual income tax returns.
- Employment & retirement incomeReporting wages, pensions, Social Security, and retirement account distributions.
- Self-employment incomeReporting freelance and side-business income and related expenses.
- Rental propertiesReporting rental income, expenses, and depreciation.
- Investments & stock compensationReporting investment sales, dividends, stock options, and restricted stock.
- Deductions & creditsReviewing available tax benefits based on your circumstances.
- Amended & prior-year returnsCorrecting previously filed returns and catching up on unfiled years.
- Filing extensionsRequesting additional filing time and estimating any payment due.
What to bring to your consultation
Bring what you have. We'll help you identify anything else you need.
For consultation
- Your most recent federal and state tax returns
- Questions or concerns you'd like to discuss
- Any IRS or state tax notices
- Details about major changes in your family, work, or finances
For tax preparation
- A photo ID and Social Security or taxpayer identification information for you, your spouse, and dependents
- Income documents, such as W-2s, 1099s, and investment statements
- Records of potential deductions and credits, such as childcare, education, and charitable contributions
- Income and expense records for self-employment or rental properties
- Records of estimated tax payments
For tax planning
- Recent pay stubs and current withholding information
- Estimated income and business or rental profits for the year
- Records of estimated tax payments
- Relevant investment and retirement account statements
- Details about upcoming decisions, such as selling property, exercising stock options, or retiring
Start with a phone call
Let's connect
Have a question or ready to get started? Give Ryan Cornell, CPA a call. We'd be happy to hear from you and find a time to meet.