Individual Tax Preparation & Planning
Individual Tax Preparation and Planning
Annette Hamilton, Forensic Accountant and Enrolled Agent, Compass Accounting & Business Solutions
Individual Tax Preparation
Individual tax matters require more than annual filing. They require accurate reporting, thoughtful planning, and an understanding of how personal tax decisions intersect with business ownership, investments, and long-term financial objectives.
As a Forensic Accountant and Enrolled Agent, Annette Hamilton provides individual tax preparation and strategic planning services for clients who value accuracy, compliance, and professional oversight.
Services may include:
Preparation of federal and state individual income tax returns
Multi state filing requirements
Prior year unfiled tax return preparation
Amended return preparation
Review of prior year filings for accuracy and consistency
Coordination of individual and related business tax reporting
Estate and trust income tax returns
Prior Year Unfiled Tax Returns
Failure to file required tax returns can result in substitute for return assessments, penalties, and compounding interest. Bringing filings current is often the first step toward restoring compliance.
We assist clients in reconstructing financial information where necessary and preparing prior year returns accurately and completely. Where additional IRS resolution services are required following filing compliance, appropriate representation options will be discussed.
Strategic Tax Planning
Tax planning is an ongoing process designed to align income, deductions, credits, and retirement strategies with long term financial goals. We work with clients to evaluate planning opportunities within the law and to anticipate the tax impact of significant life or business changes.
Where appropriate, planning may include coordination with legal or financial professionals to ensure alignment between tax reporting and broader estate or succession objectives.
Estate and Trust Income Tax Compliance
Trust and estate income tax matters require careful attention to fiduciary responsibilities and evolving tax law requirements.
Services may include:
- Trust income tax return preparation
- Estate income tax return preparation
- Gift tax return preparation
- Coordination with estate planning professionals
Engagement Scope
Individual tax engagements are defined in writing and structured according to the complexity of the return and related planning needs. Our approach emphasizes documentation integrity, compliance accuracy, and strategic foresight.