individual taxes

Individual Tax

At JamisonMoneyFarmer PC, your personal tax needs are important to us. Our experienced team is dedicated to assisting you with a variety of comprehensive tax services.

Our personal tax services include:

  • Federal and state tax return filings
  • Quarterly tax estimates
  • Tax projections and planning
  • Retirement planning
  • Personal financial planning
  • Family wealth planning
  • Representation before the IRS and state taxing authorities
  • Analysis of new tax legislation

We believe in building lasting relationships with our clients so that we may provide you with individualized service, year after year.

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Individual Tax
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Recent Posts

  • Time to Plan

2023 Year-End Tax Planning Letter

NOVEMBER 2023 Dear Clients and Friends: The end of the year is often an optimal time for tax planning, but you must be careful to avoid potential pitfalls along the way. Notably, any year-end [...]

What Can I do to Lower my Taxes?

If there is one question we get more than any other it's, "How do I lower my taxes?" So, we did a #podcast on that exact topic. This week's episode focuses on maximizing tax deductions, which can potentially [...]

  • Time to Plan

Meet Your Estimated Tax Obligations

Do you receive income other than regular wages during the year? Notably, you may be required to pay quarterly installments of “estimated tax” for this year, especially if you are self-employed or retired and living [...]

IRS to Go Paperless

In a new IRS Fact Sheet (FS-2023-18, 8/8/23), the IRS has announced that it is close to going paperless. The IRS still receives about 76 million paper tax returns and forms and 125 million pieces [...]