individual taxes

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.

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Individual Tax
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Recent Posts

  • Year End Tax Planning

Ten Top Above-the-Line Deductions

Frequently, taxpayers pay close attention to itemized deductions, but forget about “above-the-line” deductions that could be even more valuable. These deductions reduce your adjusted gross income (AGI) for various tax purposes. Following is a list [...]

  • Prepare For the CARES Act

Can You Claim a Recovery Rebate Credit?

The massive law enacted by Congress last year in response to the COVID-19 outbreak—the Coronavirus Aid, Relief, and Economic Security (CARES) Act—authorized the distribution of Economic Impact Payments (EIPs) to qualified individuals. (Late in December, [...]

Capital Gains: Timing Is Everything

Are you planning to sell securities at the end of the year to “harvest” a long-term capital gain? Generally, the maximum tax rate on long-term capital gains is 15% (20% for certain upper-income taxpayers). To [...]