Individual Tax Preparation Services
O’Brien and Panchuk provides accurate and timely preparation of individual tax returns for high-net-worth individuals and families. We go further than just filling out and e-filing tax returns by examining the details of each client’s particular circumstances in order to determine the best strategy for their situation.
For example, the income tax situation for an individual who is a few years away from retirement and needs to adjust his portfolio will be very different from that of an individual who is retired and drawing on her investments to fund living expenses. It will also be different from an individual who is still working and has significant liquid assets and investment income from a managed account.
Since the income tax strategies for each of these scenarios will be different, we’ll provide customized tax planning services that are appropriate to each situation — with the goal of creating strategies designed to meet each individual’s short- and long-term objectives.
For example, the income tax situation for an individual who is a few years away from retirement and needs to adjust his portfolio will be very different from that of an individual who is retired and drawing on her investments to fund living expenses. It will also be different from an individual who is still working and has significant liquid assets and investment income from a managed account.
Since the income tax strategies for each of these scenarios will be different, we’ll provide customized tax planning services that are appropriate to each situation — with the goal of creating strategies designed to meet each individual’s short- and long-term objectives.
- Tax strategy first - preparation second
- Tax planning focus
- Audit Support and Experience
- Capitalize on Tax Reform and new Case Law
- Accuracy and expertise
- Year-round CPA Advice
How We’re Different - Not a Commodity
Some CPA firms have an assembly-line mentality, looking to prepare and file as many tax returns as they can, as fast as they can. Instead, O’Brien and Panchuk takes the time to learn about each client’s unique circumstances so we can plan strategies designed specifically for you.
We strive to provide exceptional value and a high return on your investment in individual tax preparation services.
Our individual tax preparation services are accurate and thorough — you don’t have to sacrifice any one of these key variables. As a client of O’Brien and Panchuk, you will enjoy the benefit of our services, which are delivered according to our high standards of thoroughness and pain-staking accuracy.
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We’re a progressive Tax CPA firm that focuses on each of our clients’ needs and circumstances to provide tailored services and solutions that address their situation.It’s not the “one size fits” all approach that you find at the big box store—it’s a calculated and measured process to ensure that the result is only the very best. A result with which our clients are delighted and our staff feel that the job is done right.
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Your team helped quickly reduce the IRS and California withholding; we were able to use the tax proceeds to acquire a replacement property. Thank you for resolving state refund misapplication errors!
FRED REID | CROSS BORDER CLIENT
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