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Individual Tax Planning

Simplify Your Life

Steven E Miller, CPA PC

We'll Take Care of Your Taxes & Accounting

Simplify
Your Life


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Individual Tax Planning

  • Strategic planning for both short and long term objectives specifically designed for your personal needs.
  • Retirement planning beginning as early as ten years before you retire.
  • Choosing the right mix of retirement plan savings including Roth IRA and 401(k)s, Roth Conversions, Back-Door Roth’s, Defined Benefit Plans, etc.
  • Maximizing benefits from Incentive Stock Option, Non-Qualified Stock Options, Restricted Stock and other executive benefit plans.
  • Charitable contribution planning through  Donor Advised Funds and Charitable Remainder Trusts, etc.
  • Tax Planning for concentrated, highly appreciated stock positions.
  • Like Kind Exchanges for Real Estate investors.
  • Gifting strategies for education and estate planning.
  • Real Estate strategies including Residential and Commercial Real Estate, vacation homes, Air-BNB type rentals.
  • Cryptocurrency advisory services for both tax reporting and potential international reporting issues.
  • Simplifying the Sole-Proprietors tax reporting burden through technology plus planning for funding education plans, hire your kids, home office deductions.
  • Reducing taxes in retirement through multiple approaches including planning tax free income, tax advantaged income, Medicare premiums impact, and required minimum distributions to name a few.
  • Advisory on Health Savings Accounts, IRA and other retirement contributions, medical insurance deductions, alimony, and educational tax credits or deductions.
  • Advisory services related to divorce and arbitration including partition of income, impact of change in filing status, investment complications especially with Partnerships, and numerous others.
  •  Advisory services and analysis of the tax consequences of marriage vs cohabitation. How will the Marriage Penalty impact you?
  • We provide guidance and advice related to life’s major events including marriage, buying a home, moving, having children, approaching retirement, terminal illness and death.

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Get in touch with Steven E Miller, CPA PC

15150 Preston Rd. Suite 210 , Dallas, TX 75248
Call Us: (214) 361-1131 • Fax: (214) 253-2138