Individuals

Individual Tax Services

Personalized Tax Solutions Tailored to Your Needs

At Monday Tax, we understand that navigating the complexities of tax preparation and planning can be overwhelming for individuals. Our firm is here to provide you with comprehensive and personalized tax services designed to simplify the process and optimize your financial outcomes. We offer a wide range of services to meet the diverse needs of individuals.

Tax Preparation

Federal and State Tax Returns: Accurate and timely preparation of your federal and state tax returns, ensuring you maximize deductions and minimize liabilities.

Amended Returns: Assistance with filing amended returns to correct errors or omissions on previously filed tax returns.

Multi-State Filings: Expertise in handling multi-state tax filings for individuals with income from multiple states.

Tax Planning

Tax Strategy Development: Personalized tax planning strategies to help you achieve your financial goals and minimize your tax burden.

Estimated Tax Payments: Calculation and planning for estimated tax payments to avoid underpayment penalties.

Retirement Planning: Tax-efficient retirement planning to ensure you are well-prepared for your future.

Tax Issues and Resolution

IRS Audit Assistance: Professional support and representation during IRS audits to ensure a smooth and stress-free process.

Tax Debt Relief: Guidance in resolving tax debts and negotiating with tax authorities.

Tax Penalty Abatement: Assistance in requesting abatements for tax penalties when applicable.

Specialized Services

Investment Income: Expertise in handling tax implications of investment income, including dividends, capital gains, and rental income.

Real Estate Transactions: Tax planning and preparation services for real estate transactions, including purchases, sales, and rental properties.

Self-Employment: Comprehensive tax services for self-employed individuals, including freelancers, contractors, and small business owners.

Get Started Today

At Monday Tax, we are dedicated to providing you with the highest level of service and expertise. Let us handle your tax preparation and planning so you can focus on what matters most to you. Contact us today to schedule a consultation and discover how we can assist you with all your individual tax needs.