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
You might be eligible for tax relief from COVID-era IRS penalties
A recent federal court decision, Kwong v. United States, may create an opportunity for some taxpayers to seek refunds or other relief for certain IRS penalties and interest connected to the COVID-19 period. Although the law is still developing, [...]
Don’t get caught being delinquent with new postmark rule changes
Beginning December 24, 2025, the United States Postal Service (USPS) quietly implemented significant updates to how postmarks are defined and applied. These changes directly affect taxpayers who plan to mail their tax returns and [...]
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 [...]