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
Seven Tax Moves for the Summer
Summer is a time for R&R, but also offers tax-saving opportunities for individuals and small business owners. Here are seven ways to reduce tax liability this summer. Host an employee gathering. Prior to 2018, your [...]
The Tax ABCs of Scholarships
If your child will be attending college or graduate school next year, you probably do not have to be told about the sky‑high cost of higher education. You already know all about it from personal [...]
Q&A’s About 529 Plans – What You Need to Know
Saving enough to pay for the future higher education of your children is a daunting task. Some consolation: There is no foolproof method, but at least a Section 529 plan may help you set aside [...]
Counting on the QBI Deduction
The Tax Cuts and Jobs Act (TCJA) created a major new tax deduction for self-employed individuals and owners of pass-through entities like partnerships, S corporations and limited liability companies (LLCs). Effective for 2018 through [...]