Individual Income Tax Planning & Preparation

Thoughtful income tax planning is the foundation for managing your wealth.

In today’s environment you need to understand the ever-evolving income tax laws and regulations that impact how much tax you pay. It’s also crucial to know the full range of strategic planning options available so that you’re in a good position to pay only what you owe and can preserve more of your wealth in any scenario, regardless of tax policy outcomes.

We work with individuals and families as well as business owners and executives, offering customized tax guidance to fit your unique situation. We provide a thorough evaluation of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario. You gain a strategy that supports your personal plans, including any income, estate, or business succession plans you have that can impact your income taxes.

Here’s a sampling of the services we offer:

Individual income tax planning, projections, preparation, and compliance

Federal, state, and local income tax

Alternative minimum tax

Net investment income tax

Charitable contributions

State residency planning

Cross-border tax issues

Personal cash flow

Retirement planning

ITIN application

Registering your LLC

Texas Public Notary

  info@famfi.co