Individual Tax Services

Professional tax planning and preparation services for individuals

Many things in life are best left to the experts, and your tax compliance and planning questions are no exception. Mowery & Schoenfeld provides excellent financial planning and reliable advice to help you maximize your personal tax savings and achieve your personal goals. Whether your income stems from your business, investments, or other activities, you want to be sure you’re complying with the tax laws while minimizing your tax burden. We’re here to help you do just that.

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Your tax position is not a discussion you should have with your advisor in March or April. At Mowery & Schoenfeld, we believe effective tax planning requires continuous contact and an open dialogue throughout the year. With frequent communication and a holistic approach, we can help you ensure that come January, you don’t have any regrets, and come April, you don’t face any surprises.

Your tax advisor will work with you to build all relevant aspects of your financial situation into your tax minimization strategy, including businesses you own; investments; educational goals; family, estate, and gift planning; properties; insurance; philanthropy; and retirement.

Each Mowery & Schoenfeld client has a unique tax situation, and we place a heavy emphasis on understanding all your financial activities and how they interact with your tax return. This helps us to develop and implement the best tax minimization strategy for you.

Do you think it’s time to find a tax advisor that’s right for you? Let us help you with some of the following services:

• Federal and state tax return preparation
• Income tax planning associated with:
  • Sophisticated investment vehicles, such as hedge funds, master limited partnerships, and foreign-based corporations
  • Deferred compensation
  • Director fees and expenses
  • Unique one-time events
  • Charitable giving plans
  • Alternative minimum tax avoidance
• Real estate and business investment planning
• Timing of income and deductions
• Representation before the IRS and state taxing authorities
• Planning for life changes such as divorce or bankruptcy