Individual Tax Preparation and Planning | Brinker Simpson

610-544-5900 • contact@brinkersimpson.com

Your Taxes, Handled

Tax season doesn't have to be stressful. We handle everything from straightforward returns to complex situations involving investments, real estate, stock options, and more. You get accurate preparation, proactive planning, and a team that's available when you have questions.

1

Tax Preparation

Accurate, timely filing of federal and state returns.

2

Tax Planning

Strategies to minimize liability and avoid surprises.

3

Investment and Capital Gains Planning

Managing the tax impact of investments, sales, and portfolio changes.

4

Retirement and Estate Considerations

Coordinating tax strategy with long-term wealth and estate planning goals.

5

Stock Options and Equity Compensation

Navigating the tax implications of ISOs, NSOs, RSUs, and other equity awards.

Learn More About Estate and Trust Planning

Estate, gift, and trust tax planning to protect your wealth and prepare for multi-generational success.

Learn More About Private Client Services

Personalized tax planning and advisory for high-net-worth individuals and families with complex financial situations.

Learn More About Modern Family and LGBT Services

Specialized tax compliance and planning for modern families, same-sex couples, and LGBT individuals.

Who Is This For

Individuals and families who want accurate, stress-free tax preparation
High-net-worth clients with complex tax situations
Executives and employees with stock options or equity compensation
Individuals with investment income, rental properties, or business interests

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