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
IRS Explains 199A Rules for Real Estate
The massive tax legislation signed over a year ago, the Tax Cuts and Jobs Act (TCJA), authorized a brand-new deduction for qualified business income (QBI) of pass-through entities and sole proprietors. This deduction under Section [...]
A Tax Wash on Vacation Home Rental
Generally, when you rent out a vacation home to strangers, you must pay tax on the rental income, but you are then entitled to some offsetting deductions. Special rule: There are no tax consequences [...]
New Prescription for Medical Deductions
This may be the last year you claim a medical expense deduction on your personal tax return. It all has to do with several changes in the Tax Cuts and Jobs Act (TCJA). Background: Among [...]
The Tax ABCs of Higher Education
Are any of your children currently attending college or preparing to enter school in the fall? The tax law provides several special tax breaks that may benefit parents who help pay qualified expenses. In particular, [...]