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Individual Tax Services

For more information regarding how we can support your personal or business needs, please contact us at:

tax.services@maillie.com

As experienced professionals, we provide a wide array of services to satisfy the needs of our individual clients.  Developing long-lasting relationships is the key to delivering on the expectations of our clients.  Our relationships are built by taking the time to learn about your lifestyle and understand your specific goals and objectives.

Whether you are an owner of a closely held business, a successful individual, a Fortune 500 company executive, a real estate investor, or have a special situation, Maillie LLP can provide creative and technical expertise in all business, financial, and tax matters.

We serve the personal financial management needs of our individual clients, handling day-to-day financial activities, analyzing new business opportunities or buy-outs, and providing many other compliance, consulting, and planning services.

Our capabilities include:

  • Federal, state, local, international income tax
  • Estate, gift and trust administration and strategies
  • Retirement analysis and strategies
  • Personal financial management and financial statements
  • Equity-based compensation including stock options
  • Compensation and benefits
  • Business opportunity analysis and valuation
  • Business buy-out analysis
  • Adoption credit
  • Education funding and credits
  • Real estate investment
  • Sole proprietors and closely held businesses
  • Tax aspects of investments
  • Life changing situations including divorce and separation
  • Lawsuit settlements
  • Wealth transfer strategies
  • Family Limited Partnerships
  • Philanthropic and charitable strategies
  • Tax dispute resolution