Current Tax Policy
Federal Tax Income
Properly compute an individual's federal taxable income and alternative minimum taxable income.
Individual Federal Tax Liability
Properly compute an individual's federal income tax liability, self-employment tax liability, and alternative minimum tax liability.
Tax Underpayment Penalty
Determine the amount of a taxpayer's estimated tax underpayment penalty.
Tax Consequences of Investments
Determine the tax consequences of various types of investments and investment expenses, including investment interest expense.
Gift and Estate Tax Liability
Determine a taxpayer's federal gift and estate transfer tax liability
Determine taxpayer's allowed contributions to various retirement plans and provide tax relevant advice to taxpayers about dealing with retirement plans.