Individual Tax Services
Tax planning that looks beyond this year
Individual tax planning is about understanding how today’s decisions affect your cash flow, future wealth, and long-term goals. At Alpine Mar, we work with individuals and families to create proactive tax strategies that maximize opportunities, manage risk and support financial clarity year-round.
Whether your financial life is straightforward or increasingly complex, our team helps you navigate changing tax laws, evolving income streams, and life transitions with confidence.
Our individual tax services include:
- Federal and state individual income tax preparation
- Strategic tax planning and projections, including planning for liquidity events
- Equity compensation and stock option planning
- Self-employed and pass-through income planning
- Start-up tax benefit planning
- Retirement income and distribution planning
- Real estate transactions and rental income reporting
- Charitable giving strategies
- IRS and state correspondence support
We take a holistic approach, helping you understand not just what you owe, but why and how to plan smarter going forward.
What our clients are saying:
Partner with nationally recognized CPAs:
Our tax professionals are well-versed in the tax incentives and deductions involved in charitable giving. We’ll guide you through the process of properly documenting your charitable activities and ensuring you receive the maximum tax benefits for your philanthropic efforts.
