Tax Preparation & Planning For Individuals

Let Us Handle It

Federal and state tax codes are constantly evolving, resulting in new challenges and opportunities for individual taxpayers. Rakatansky CPA stays up to date on the most current tax code so that you don’t have to. We work with individuals, families, and business owners to identify situations and life events that can minimize current and future tax obligations. We take a proactive, year-round approach to tax planning in order to avoid surprises when it is time to prepare your tax returns.

Services Provided to Individuals Include:

  • Business investments
  • Business purchases & sales
  • Correspondence with taxing authorities
  • Divorce
  • Education funding
  • Federal and state tax return preparation
  • IRS and state audit representation
  • Real estate purchase and sale
  • Residency issues
  • Tax planning
  • Tax projections

Tax Planning – Individuals

Start Planning Today

Strategic tax planning lays a solid foundation for building overall financial success. We provide creative and proactive tax planning guidance that can legally reduce your tax obligations while maximizing your after-tax income.

Almost every financial decision you make has tax implications. We will work with you throughout the year to help you make smart well-timed financial decisions that will aid you in achieving your current and long-term financial goals.

Tax Preparation – Individuals

Done Right the First Time

Let’s face it – you have numerous options when it comes to selecting a firm that prepares tax returns. So why choose us?

At Rakatansky CPA every tax return is prepared by a licensed CPA. That means we get it right the first time.

New clients are often surprised at the level of personal service they receive from a licensed CPA.

We Prepare All Federal & State Tax Returns Including:

  • 1040 (Individuals)
  • 1041 (Trusts & Estates)
  • 1065 (Partnerships)
  • 1120 (C Corporations)
  • 1120S (S Corporations)
  • 709 (Gift Tax)
  • Other federal and state tax returns

Investment Management & Financial Planning

We work independently in coordination with our affiliated firm, Rakatansky Financial, to provide a comprehensive collection of professional services, from tax compliance and planning to financial planning and investment management. By combining our understanding of our client’s financial goals and tax situation, we can offer integrated advice and action plans.