Individual Tax

A Firm with Ample Clarity

Changes in the tax environment may result in opportunities but things can move quickly.  Our tax professionals keep abreast of these changes to provide you with seasoned tax counsel.  Planning is the foundation of our work.  Count on us for objective and focused preparation with multi-year tax planning strategies which are based on the best formulated guidance.  Because making decisions without ample clarity can have disastrous consequences.

At BRC, we have been working with individuals, their businesses and their families to devise custom tax strategies based on unique sets of circumstances since 1947.

Simple can sometimes be complicated

Tax laws can also be complicated and at times even something that can seem relatively simple can be confusing.  Accordingly, individual income tax services are a year-round process involving both planning and data gathering.  Our experienced professionals provides the following services for individual returns.

We can assist when a special situation arises, particularly those that affect your current and long-term financial picture.

• Individual income tax return preparation
• State income tax return preparation for every applicable state
• Tax projections and estimated tax payments
• Alternative minimum tax planning
• Estate and gift tax planning
• Planning for changes in tax laws
• Evaluation of tax impact of investments
• Retirement Planning
• Assistance with trusts and family limited partnerships
• Assistance with qualified and non-qualified retirement plans
• Foreign income and credits for foreign taxes paid
• Representation for IRS and state examinations

Let’s get started today!