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.

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 them.Our individual tax preparation services are accurate, thorough and affordable — 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.

We strive to provide exceptional value and a high return on your investment in individual tax preparation services.Our tax experts have studied the U.S tax code and relevant state and local tax regulations inside-out to ensure that you receive the maximum benefit and best potential tax outcomes for your situation. Before beginning work on your return, we will ask you questions and discuss issues that are critical to a successful outcome, as well as examine previous years’ tax returns. Based on this research, we will formulate a tax strategy designed to meet your tax and financial goals.