individual tax

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At Panorama, we understand that tax return preparation and planning require a personalized, thoughtful approach. We go beyond basic tax form preparation, working with you throughout the year to adapt to changing goals and new tax laws. Our services for individuals and their families include:

1. Annual Tax Returns and Quarterly Estimates: Preparation for all federal, state, and local jurisdictions.
2. Income Planning: Strategies for unusual income increases or losses.
3. Charitable Gift Planning: Timing and maximizing deductions.
4. Household Employee Consulting: Guidance on tax obligations for household employees.
5. Stock Options and Compensation: Planning for stock option awards and other types of compensation.
6. Tax Projections and Financial Statements: Creating accurate tax projections and personal financial      statements.
7. Accounting and Bookkeeping: Including check writing and loan consulting.
8. Tax Savings Ideas: Identifying tax credits and incentives.
9. Compensation Planning: Integrating compensation planning for business owners’ personal      tax returns.
10. Multi-State Tax Analysis: Planning and compliance for multi-state tax obligations.
11. Tax Controversy Assistance: Representation for IRS letters, notices, and audits.
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Expert Tax Strategy and Consulting

Combining tax law knowledge with an in-depth understanding of your business, we help you optimize transactions and take advantage of tax incentives. Our expertise includes:

1. General Tax Strategies: Liability forecasting and estimate calculations.
2. Transaction Analysis: For business sales and acquisitions.
3. Cryptocurrency and other cutting-edge investments: reporting transactions accurately and optimizing tax savings 
4. Compensation Strategies: Tax optimization for compensation, including stock options and other compensation structures.
5. Tax Election Compliance: Assistance with tax elections and calculations.
6. Estate Planning: Planning for business succession, wealth preservation and its tax implications.