Angela provides the following services for her individual clients:

  • Income tax preparation to ensure compliance with up-to-date tax provisions and codes;
  • Calculation of quarterly tax estimates to avoid assessment of underpayment penalties;
  • Compliance with mandatory reporting for individuals with foreign assets;
  • Dispute resolution and negotiation with IRS and state taxing authorities;
  • Tax and retirement planning and implementation of strategies;
  • Assistance with determining health, disability and life insurance needs as well as the impact of long-term care expenses and the need for this type of benefit coverage;
  • Assistance with individual health insurance plans offered on the federally facilitated marketplace;
  • Determination of the tax impact created by life transitions such as marriage, divorce, retirement and death;
  • Discussions with attorneys and financial advisors to implement estate and financial plans;
  • Preparation of gift tax returns; and
  • Amendment of prior years’ tax returns.