Personal Tax Planning & Compliance

Limiting your tax exposure is paramount.

Bashey, Hutchinson & Walter tax professionals have extensive experience in personal income tax matters. Our average CPA’s experience exceeds twenty years. We understand the complexities of tax issues facing individuals, especially retirees and those of high net worth.

Individual Income Tax Compliance Services Include:

  • Comprehensive Multi-year Tax Planning
  • Tax Return Preparation – Federal, State and Local Taxes
  • Quarterly Estimated Tax Projections and Timely Filing
  • Multistate Individual Taxation, Residence and Income Sourcing
  • Integration with Partnership, Corporate or Other Related Entities

Additional Areas of Specialization:

  • High Net Worth Taxpayers
  • Tax Consequences of Divorce
  • Representation and Support in IRS or State Tax Audits.
  • Acquisition or Sale of Real Estate and Other Assets
  • Integration of Charitable Gift Planning.