Over the years we have prepared thousands of individual Federal and state income tax returns, so there are few scenarios we see that are new to us. However, we are always up for the challenge, and if you have a unique issue with potential tax implications please contact us.

Some of the areas in individual taxation that we routinely assist clients with are:

  • Real estate transactions, including 1031 exchanges
  • Rental properties, both residential and commercial
  • Sole proprietorships & self-employed businesses
  • Retirement plan strategies
  • Deferred compensation packages
  • Stock options
  • Pass through entities
  • Multi state filings
  • Foreign disclosures (FinCEN 114 and form 5471)
  • Cancellation of Debt (PPP loans and government grants)
  • IRS and FTB audits & examinations
  • Resident and nonresident issues
  • Business startups and terminations
  • Loss carrybacks and amended filings
  • Capital gains and net investment income tax
  • Single Member LLC filings

Whether your needs are just complying with the tax rules every year, or assistance with structuring to minimize your taxes, our dedicated Tax Team can work with you, your attorney, and your Investment advisor so that you can avoid paying too much in taxes.

Please give us a call to see how we can help you today, or click this link to send us an email: Info@oniskoscholz.com