Personal Tax Planning & Preparation

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PERSONAL TAX PLANNING & PREPARATION

In addition to implementing strategies for the deferral or minimization of federal and state income tax liabilities, the experienced professionals at Dansa D’Arata Soucia work with its personal tax income clients to develop strategies to achieve their overall family financial goals.

Some of our areas of expertise that are outside the normal compliance and planning services which we provide include the following:

  • Gift and Estate Planning
  • Education Funding Planning
  • Retirement Planning
  • IRS and State Examination Representation
  • Offer in Compromise Services
  • Divorce Structuring
  • Debt Management and Restructuring

 

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