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Individuals

Individuals

Individual taxes are often more involved than you realize. These services often involve family, trusts, businesses, and more. To keep up with the ever changing rules and regulations, you need a CPA looking out for you.

At Hocheiser CPA, we offer comprehensive individual tax services designed to make tax season stress-free and ensure you get the most out of your tax return. Our experienced team is here to provide personalized assistance tailored to your unique financial situation. Here’s how we can help:

Tax Preparation and Filing

  • Accurate Preparation: We meticulously prepare your federal and state tax returns to ensure accuracy and compliance with the latest tax laws and regulations.

  • E-Filing: We offer electronic filing for faster processing and quicker refunds.

  • Maximizing Deductions and Credits: Our experts identify all eligible deductions and credits to minimize your tax liability and maximize your refund.

Tax Planning and Services

  • Year-Round Planning: Tax planning is not just for tax season. We provide year-round strategies to help you manage your tax burden and plan for future financial goals.

  • Personalized Advice: We offer tailored advice based on your financial situation, whether you’re dealing with investments, retirement planning, or major life changes like buying a home or starting a family.

IRS Representation

  • Audit Support: If you’re facing an IRS audit, our team can represent you, handle all communications, and work to resolve any issues.

  • Dispute Resolution: We assist with resolving tax disputes, negotiating payment plans, and addressing any back taxes or penalties.

Tax Implications of Life Events

  • Major Life Changes: We provide guidance on the tax implications of major life events such as marriage, divorce, inheritance, or receiving stock options.

  • Retirement Planning: We help you navigate the tax aspects of retirement planning, including distributions from retirement accounts and Social Security benefits.

Estate and Trust Tax Services

Estate Planning: We offer estate planning services to help you manage your assets and minimize estate taxes.

Trust Taxation: Our team provides assistance with the taxation of trusts, ensuring compliance and effective management of trust assets.

Individuals

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