Personal Tax Planning + Preparation That Protects Your Wealth
Taxes influence every part of your financial life, including how you earn, invest, give, and plan for the future. At Reynolds + Rowella, we take a strategic and year-round approach to tax planning that aligns with your broader financial goals. Our experienced advisors anticipate opportunities and address complex situations with precision so you can preserve more of your wealth and focus on what matters most to you.
CONTACT USYear-Round Tax Planning
The best time to plan for taxes is before they are due. Smart decisions made today can make a meaningful difference when filing season arrives. With this proactive approach, we look closely at your income, investments, retirement funds, and life events (e.g., marriage, home buying, or retirement) to find opportunities that can reduce your tax burden. We also keep abreast of federal and state taxation law changes so your plan remains current.
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More Than Filing a Return
Our individual tax preparation is more than the simple act of preparing a return. We:
- Evaluate income from wages, self-employment, investments, and rental real property
- Search for deductible and credible deductions for which you qualify, such as education, child care, or home energy-efficient improvements
- Track capital gains and losses to help guide better investment planning
- Provide guidance on retirement contributions and distributions required
- Handle state and local tax rules, such as residency and withholding requirements
It’s a personal review of your finances, not filling out forms.
Why Tax Planning Matters
- Legally reduce liability by planning, not last-minute scurrying
- Keep ahead of IRS and state requirements and steer clear of penalties
- Maximize credits and deductions in order to retain more of your funds
- Plan with confidence that your strategy supports long-term financial goals
Tax Strategies for Individuals
We place a high value on developing long lasting relationships with our clients. We start by getting to know you and your family to understand your goals and needs and earn your trust. From our initial meeting and evaluation to creating financial strategies for the future, we examine all aspects of your personal finances. This collaborative team approach allows us to provide the most comprehensive and well thought out tax strategies to help you achieve your financial goals.
Individual Tax Services
- Review and analyze tax consequences of employer stock options (ESOP), incentive stock options (ISO), restricted stock unit (RSU), nonqualified plans (NQ)
- Review and implement income tax credit strategies
- International tax support, disclosure reporting, and cross-border transactions
- Evaluation of employee benefit plans, pension plans, and life insurance policies
- Tax dispute representation and resolution services with federal and state tax authorities, including tax notices and audit examination
- Tax research of complicated tax matters involving the sale or purchase of an asset or business
- Residency analysis, changing residency, part-year and non-resident tax considerations, domicile versus statutory residency
- Review and prepare quarterly estimated tax payments
- Preparation of estate and gift tax returns
- Tax consultation and planning for charitable trusts, special needs trusts (SNT), grantor retained annuity trusts (GRAT), and intentionally defective grantor trusts (IDGT)
- Federal and state income tax return preparation
- Federal and state income tax planning, periodic and year-end tax planning meetings, including Federal and state income tax projections
Individual Tax Planning Services
We design our services to satisfy a wide range of needs:
- Tax Planning – Ongoing guidance to meet life events and tax code changes.
- Tax Preparation & Filing – Accurate federal and state returns, on schedule with all deductions and credits.
- Quarterly Tax Estimates – Services for individuals required to make estimated payments, including freelancers, self-employed, or investors.
- IRS & State Notice Support – Assistance should you receive a letter, audit notice, or other inquiry.
- Retirement & Investment Tax Support – Knowledge of IRA and Roth contributions, distributions, and RMDs.
- Regular Check-ins & Planning Sessions – Regular follow-ups to keep your plan abreast of changes in your life and in the tax code.
Who We Work With
- Families living off their income, education expenses, or homeownership
- Individuals with multiple streams of income, including independent or side employment
- Retirees with pensions, Social Security, and withdrawals
- Investors and real estate holders need complex reporting requirements
- Business owners who require individual tax services as well as business returns
Our Tax Preparation Process
- Get to Know You – We start with your income, sources of income, and past returns.
- Spot Opportunities – We see credits, deductions, or planning opportunities that you may not have noticed.
- Plan Ahead – We create a forward-looking plan to keep taxes to a minimum.
- File with Confidence – Returns are prepared and filed correctly and on time.
- Stay Available – We’re here after filing in case issues or notices come up.
Ready to Make Tax Season Easier?
Don’t wait until April. Contact US at Reynolds and Rowella today to develop a tax plan that reduces stress, minimizes liability, and fosters financial prosperity for years to come.
Individual Tax Planning Services: FAQs
Most taxpayers need W-2s, 1099s, investment statements, mortgage interest statements, property tax payments, charitable gifts, and a copy of their previous year’s return. We will let you know if there is anything additional.
Yes. We cover self-employment income, business expense deductions, and estimated tax payments.
Some of the most commonly missed are education credits, donations, retirement savings contributions, and energy-efficient home improvements.
Yes. We assist in responding to IRS or state tax letters, audits, or requests for more information.
The earlier, the better. Ideally, start at the beginning of the year, or when a major life change happens, like a new job, marriage, or retirement.
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Contact details
RIDGEFIELD OFFICE
38 C Grove Street
Ridgefield, CT 06877
NEW CANAAN OFFICE
51 Locust Avenue, Suite 305
New Canaan, CT 06840
Media Inquiries
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