Individual Tax

BFBA works with you so you can achieve the most beneficial tax returns that align with your current and long-term financial goals.
Preparing your own income tax return can be a complicated, time-consuming task that leaves you with more questions than answers.

As tax laws have become more complex, it leads to easier oversights of potential deductions to save you money. That is why our partners give hands-on attention to take the needs of clients and their families’ security into account. At BFBA, a team of skilled professionals work with our clients to provide them with most beneficial tax returns that align with your current and long-term financial goals.

BFBA’s individual tax services include:

  • Income tax projections
  • Real estate purchases
  • Business purchases and investments
  • Timing of income and deductions
  • Bankruptcy
  • Divorce
  • Education funding
  • Financial planning
  • Retirement planning
  • Estate planning
  • Estate settlement
  • IRS and state controversy representation
  • Residency issues
  • Federal and state tax return preparation