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
Maximize Tax Benefits of Charitable Donations
This is the time of year when you traditionally step up donations to charities. Generally, you can deduct your contributions in the tax year in which they are made, subject to certain limits. But [...]
2018 Year-End Tax Planning Letter
2018 Year-End Tax Planning Letter (Click here for a PDF/Printable Version of the JMF 2018 Year-End Tax Planning Letter) Dear Clients and Friends: Year-end tax planning in 2018 is probably more complicated than it [...]
Last Call for Alimony Deductions?
If you are in the process of getting divorced or separated, or are about to embark on proceedings, you might want to resolve matters before the end of the year. What’s the rush? Under the [...]
Seven Year-End Tax Moves for Individuals
Tax planning is especially complicated this year-end due to the new Tax Cuts and Jobs Act (TCJA). Under the TCJA, tax rates are cut, personal exemptions are eliminated, the standard deduction is increased and [...]