Individual Tax Services

We understand that taxes are not fun and are a source of anxiety for most people. Our job is to let you "breathe easy" knowing you have our team in your corner.  At Chan CPA we provide our clients with more than a tax return.  Our open communication with our clients allows us to identify issues as they arise and avoid last minute surprises.  Clients look to us for innovative tax solutions, proactive service and long-term professional relationships.  Our team provides assistance to individuals in a wide range of areas, including the following:

Tax Planning | Compliance | Estate Planning

When it comes to managing your taxes, today's regulatory environment can present numerous challenges. The complex nature of tax laws and the high cost of failing to  comply with an ever changing set of regulations make the need for professional tax assistance clear. Our team stays up to date on the latest changes in federal and state  tax laws to ensure you’re getting the most out of your tax management strategy. Our Individual clients look to us for assistance with the following:

  • Federal & State Tax Preparation
  • Tax Projections
  • Multi-Year Strategies
  • Transaction Advice and Structure
  • Year End Planning
  • AMT Minimization Strategies
  • Lease vs Buy Analysis
  • Real Estate Sale and Purchase Issues
  • Retirement Planning
  • College Tuition Planning
  • Tax Audit Representation
  • Tax and Financial Consulting for Divorce