Individual Tax Services

Your tax return involves more than having your W-2 ready and filling out a few forms. It involves digging deep to find credits, deductions and other tax strategies that protect your net worth for you and your family. It involves structuring your business to maximize your personal bottom line while maintaining tax compliance and allowing for company growth. It involves uncovering ways to give charitably that benefit your community and your tax picture.

Most importantly, it involves working closely with your tax advisor. That’s where having an experienced and knowledgeable CPA really counts (pun intended). Tax laws are convoluted and constantly evolving, making your complex situation even tougher to navigate. Throw in wealth management needs, multiple K1 generation and other concerns that come with the territory, and you need help at a higher level than what an everyday CPA provides.

With decades of experience handling highly complex tax returns, the knowledge base of a regional firm and a global network of professionals we can leverage for you, James Moore has the expertise needed to help preserve your wealth. Our firm offers the wide array of services you need, from your tax return itself to long-term strategies, estate planning, gifting and more.

We also emphasize consistent communication and a lasting relationship with you to provide effective, personalized tax planning services at tax time and throughout the year. Consider us your concierge for all things financial—because that’s what you need.

Expect bold solutions. Expect a trusted advisor. Expect excellence with James Moore.