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
Last Call for IRA Contributions
Time is running out on a tax planning technique that can reduce 2023 tax return liability. If a taxpayer qualifies, they can deduct their contributions to a traditional IRA, but the rules are tricky. Background: [...]
Plug In New Electric Vehicle Credits
The popularity of electric vehicles (EVs) continues to grow. According to the Energy Information Administration, it is estimated that EVs will have comprised 16.3% of all U.S. new car purchases in 2023 (up from 12.5% [...]
2023 Year-End Tax Planning Letter
NOVEMBER 2023 Dear Clients and Friends: The end of the year is often an optimal time for tax planning, but you must be careful to avoid potential pitfalls along the way. Notably, any year-end [...]
What Can I do to Lower my Taxes?
If there is one question we get more than any other it's, "How do I lower my taxes?" So, we did a #podcast on that exact topic. This week's episode focuses on maximizing tax deductions, which can potentially [...]