Individual Tax Services

Individual Tax Services

There is more to income tax preparation than just filling in numbers on tax forms. Tax laws are constantly changing and proper tax planning has become more complex and is evermore important. Our goal is to help you use current tax laws to your advantage in order to assist you in reducing your overall tax burden.

Tax Preparation and Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. 

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Estate and Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Tax and accounting services are offered through Master Tax & Accounting. Master Tax & Accounting is not an affiliate of Freitas Financial Group or Stratos Wealth Advisors and offers tax services separate from and apart from Freitas Financial Group and Stratos Wealth Advisors.  Stratos Wealth Advisors does not provide accounting or tax related services. Accounting and tax services may be offered solely by Master Tax & Accounting or its individual agents through independent businesses.