Managing taxes shouldn’t feel overwhelming or come down to the last minute. Mowery & Schoenfeld’s individual tax services combine clear guidance, year-round planning, and expert tax preparation to help you stay compliant, reduce tax liability (and stress), and make confident financial decisions. Whether your situation is simple or highly complex, we tailor your tax strategy to support both your immediate needs and long-term goals.
Individual Tax
Comprehensive Individual Tax Services
Proactive and Holistic Tax Planning
Because every financial life looks different, your tax plan should, too. We work with business owners, executives with equity compensation, families with multiple income sources, investors with real estate or sophisticated portfolios, and retirees managing cash flow.
We stay in regular contact so you always know where you stand. This high-touch service means our team is available when life changes and can quickly adjust your tax planning strategy to fit.
Our approach is straightforward: understand your full picture, identify meaningful deductions and opportunities, and prepare an accurate, timely return that aligns with your priorities — whether that’s wealth building, philanthropy, or long-term financial security.
Tailored Strategies for Individuals and Families
If your financial life includes sophisticated investments, unique income streams, or multi-state or international tax requirements — or, you’ve experienced a major life event — you need a tax advisor who understands the nuances. And early consultation creates more room for you to optimize your tax savings.
Learn more about our private client services
Our individual tax compliance and advisory services include guidance for:
- Private equity, hedge funds, and alternative investments
- Stock options, RSUs, and other equity compensation
- Real estate investment income and 1031 like-kind exchange considerations
- Multi-state filing requirements
- International tax issues, including foreign income and reporting
- Sale of a business or major asset
- Charitable giving strategies
- Alternative Minimum Tax (AMT) and other advanced considerations
- Major life events like marriage or divorce, retirement, inheritance, or financial restructuring
For business owners, your personal and business tax decisions are closely linked. Coordinating both creates more opportunities to reduce tax liability, optimize cash flow, and build long-term wealth.
With access to both personal and business tax specialists, you get a tax strategy that works as one connected plan.