Individual Tax Help throughout the Year
Bailey, Stube and Glaser, PC is an experienced CPA firm dedicated to helping individuals decrease liabilities come tax time. From maximizing contributions to itemizing qualified deductions, the staff at Bailey, Stube and Glaser, PC work to benefit client’s bottom dollar. With in-office appointments, client portals and remote accessibility, our clients get the personalized connection they need whether they are located within Fairfax or surrounding Vienna, Reston or Tyson Corners areas.
Tax Preparation Benefits for Individuals
Estates and Trusts – It is important for individuals to structure assets into a living trust in order to avoid probate later. Bailey, Stube and Glaser, PC will plan for distributions before and after death, inheritance compliance, and help file the proper tax forms to keep all involved parties in compliant with IRS regulations.
Financial Planning – Planning your finances early on is essential to achieving long-term financial stability. What can you do to make up for a late start? Are there any tax benefits to do so? If it is necessary to borrow, how can you best do so; or will this hinder you down the road?
Financial planning is not just about investing, it also requires making good decisions and keeping in mind tax rules and regulations in order to make informed decisions that will benefit your personal financial situation.
Elder Care – Are you responsible for an elder’s finances, or otherwise have assisted living costs to manage? If so, be sure to plan for their tax preparation and filing. When doing so, be sure to consider whether there are applicable deductions that can ultimately lower their tax liability. Bailey, Stube and Glaser will help you plan and budget for the needs of the people who depend on you, and will identify the exemptions and deductions allowed to you during tax season.
Stock Options and Stock Grants – The buying and selling of stocks will affect your personal income, and ultimately your year-end tax requirements. Profits and loss are important tax considerations when reporting your yearly income.
There are guidance rules for stock grants or awards in which you receive compensation from your employer for a job well done, and we can help you identify them.
Health Care – The Affordable Care Act brought new tax compliance issues to individuals and businesses. Make tax preparation and filing simpler by letting Bailey, Stube and Glaser, PC educate you about this and other legislative changes.
Contact our Fairfax CPAs
Conveniently located in Fairfax, VA, Bailey, Stube and Glaser, PC serves the Metropolitan DC Business community, including Tysons Corner, Reston, and Vienna. For high quality assistance with your personal taxes and year-round financial planning, call or schedule a consultation with our CPAs today. Our team of dedicated professionals will work to limit your financial liabilities and whether by phone, in person, through email, or however is most convenient for you.