Individual

The Adaptax team offers full service tax planning, tax preparation and representation. Of course we offer you a convenient way to satisfy your tax reporting obligations; however, we feel our real benefit is the proactive planning and advisory services we can only offer to you ongoing and year round.

The tax code is complex. You are well served by engaging a professional to navigate these complexities and one with a mastery of issues such as:

  • Alternative Minimum Tax
  • Employee Stock Options
  • Employee Expenses
  • Foreign Income
  • Inherited Property and Gifts
  • Investment Income and Rental Properties
  • Tax credits and deductions