Simplifying Taxes for Individuals and Families
Expert guidance for everything from basic filings to complex financial scenarios. Let Adler Ezra & Associates take the stress out of tax season.
Personalized Tax Services Tailored to Your Needs
- At Adler Ezra & Associates, we understand that no two tax situations are the same.
- Whether you’re filing your first return, managing complex investments, or need help navigating multi-state or international compliance, our team of experienced CPAs and financial attorneys is here to make the process simple and stress-free.
- Our proactive approach ensures we don’t just file your taxes but help you maximize savings, minimize liabilities, and plan for the future.
Individual Tax Preparation
Accurate, stress-free filing for all tax situations.
- Preparation and filing for W-2 earners, freelancers, and self-employed individuals.
- Thorough review of deductions and credits to maximize refunds or minimize payments.
- Expertise in navigating changes to tax laws and ensuring compliance.
Real Estate Taxation
Specialized expertise for property owners and investors.
- Deduction optimization for mortgage interest, property taxes, and other expenses.
- Guidance on depreciation and tax implications of rental properties or investment sales.
Self-Employed and Freelancer Tax Support
Tailored solutions for gig workers, contractors, and small business owners.
- Deduction strategies for home offices, travel, and equipment.
- Quarterly tax planning and estimated tax filing to avoid penalties.
- Retirement contribution guidance to maximize tax-advantaged savings.
Wealth and Estate Tax Planning
Protect and grow your assets for the future.
- Assistance with estate and gift tax compliance.
- Charitable giving strategies to reduce tax burdens while supporting causes you care about.
- Comprehensive wealth management planning.
Tax Resolution Services
Expert help when you need it most.
- Assistance with back taxes and resolving IRS notices or penalties.
- Representation for audits and appeals.
- Negotiation of installment agreements or offers in compromise.
Multi-State and International Tax Compliance
Simplify complex tax requirements.
- Ensure compliance for income across multiple states or jurisdictions.
- Expertise in expatriate taxes, foreign income reporting, and residency compliance.
Year-Round Tax Support
Stay ahead of your taxes all year long.
- Proactive planning for life changes, such as marriage, new dependents, or career transitions.
- Guidance on estimated tax payments to avoid surprises.
- Dedicated experts available to answer questions anytime—not just during tax season.
Why Choose Us?
More Than Filing—We’re Your
Trusted Tax Partner
Expertise You Can Trust:
With a team of seasoned CPAs and financial attorneys, we bring unparalleled insight to every tax situation.
Tailored Solutions:
We don’t believe in one-size-fits-all. Every strategy is customized to meet your unique needs.
Proactive Approach:
From maximizing deductions to long-term planning, we go beyond filing to help you achieve your financial goals.
Secure and Confidential:
We use the latest technology to safeguard your financial information and ensure complete confidentiality.
FAQ
1. What documents do I need to prepare my taxes?
You’ll need your W-2 or 1099 forms, receipts for deductions, records of investments or real estate transactions, and any other income-related documents. We provide a checklist to make it easy.
2. Can you help with back taxes or IRS notices?
Yes! We specialize in tax resolution services, including assistance with back taxes, penalties, and audit representation.
3. What makes Adler Ezra different from other tax firms?
We combine deep expertise with personalized attention. Our proactive approach ensures we go beyond compliance to help you plan for the future and achieve financial success.
4. Do you offer virtual tax services?
Absolutely. We offer fully remote consultations and filing options for clients who prefer convenience and flexibility.
5. Can you help with taxes for foreign income or expatriates?
Yes! Our team has extensive experience with international tax compliance, including expatriate filings, foreign tax credits, and FATCA reporting.
