Tax Preparation & Planning

Planning and preparing your taxes can be a daunting task, especially in today’s complex and constantly changing tax laws. At Thomas & Company we specialize in guiding clients through the entire taxation process, from the preparation of your necessary yearly tax returns to proactive tax planning for your specific situation. By putting in the time to fully understand your "big picture," we're able to position you to make the right decisions and achieve your goals.

Some specific examples of how we've done this include:

• Tax planning and projection for employees with concentrated company stock positions in Employee Stock Plans (buy/sell strategies of RSU and ESPP plans and Option exercise and expiration analysis, tax impact assessment, diversification of concentrated holdings)
• Real Estate tax analysis and planning including tax deferral strategies for property sales (1031 exchanges), rentals analysis and planning, and tax impact and benefits resulting from purchases and sales of real property
• Annual Fiduciary (1041) filings for Trusts and Estates, and Estate Tax (706) filings including Portability Elections for trustees and executors

Our goal is always to put our clients in the best possible position to make the right decisions for their specific situation and to minimize their tax liabilities to the extent allowed by law.