Individual Tax
At JamisonMoneyFarmer PC, your personal tax needs are important to us. Our experienced team is dedicated to assisting you with a variety of comprehensive tax services.
Our personal tax services include:
- Federal and state tax return filings
- Quarterly tax estimates
- Tax projections and planning
- Retirement planning
- Personal financial planning
- Family wealth planning
- Representation before the IRS and state taxing authorities
- Analysis of new tax legislation
We believe in building lasting relationships with our clients so that we may provide you with individualized service, year after year.
Recent Posts
2025 Client Year-End Tax Planning Letter
Dear Clients and Friends: The end of the year is often an optimal time for tax planning for both individuals and small business owners. Traditionally, the conventional tax wisdom is to accelerate tax deductions into [...]
Seven Year-End Personal Tax Tips
Year-end tax planning was already complicated before this year. But the new tax law—the One Big Beautiful Bill Act (OBBBA)— adds a few extra twists and turns. Taking that into account, following are seven common [...]
Key Tax Provisions of the One Big Beautiful Bill Act of 2025
On July 4, 2025, President Trump signed into law the massive “One Big Beautiful Bill Act” (OBBBA). We are calling it the "OB3" in our office. This new legislation, close to 900 pages long, includes [...]
Hurricane Helene Tax Relief Refunds Started for Alabama Taxpayers
In October 2024, the IRS announced tax relief for individuals and businesses in Alabama that were affected by Hurricane Helene that began on Sept. 23, 2024. These taxpayers had until May 1, 2025, to file [...]