Individuals

Individual Tax Planning

As things change in your life, we help you adjust your tax planning accordingly.
Individual Tax Planning
Our Approach

Coordinate Your Needs Into an Effective Strategy

Business owners and high-net-worth individuals often come to us hoping to reduce their tax burden. To make that happen, we need to know what you have in mind for your company, your family and yourself. Armed with this information, we can carefully coordinate your individual tax planning with your retirement, estate and financial strategy.

While we ensure you comply fully with the myriad tax filing requirements, our job is not merely filling out tax forms. Rather, our income tax services experts help you understand the impact of the complicated tax rules — and we do that in plain English. At the heart of our work is finding that delicate balance between “not paying tax before it is due” and avoiding unnecessary penalties.


Services

Meet Your Goals

Clients, business contacts and referral sources know that we will always provide the highest level of personal tax accounting services to ensure you meet your goals, both personal and professional.

Individual, Estate and Trust Services

In addition to our corporate tax experts, Armanino has an experienced group of professionals who specialize in individual, estate and trust services including:

  • Income tax planning and preparation (e.g., federal and state returns)
  • Charitable tax planning
  • Estate, gift and trust tax planning and return preparation
  • Generation-skipping transfer (GST) tax planning
  • Charitable remainder trust (CRT) planning
  • Planning for stock options and restricted stock units (RSUs)
  • Planning for alternative minimum tax (AMT)
  • Coordinating with other trusted advisors (e.g., attorneys, insurance consultants, etc.)

Trust & Estate Tax Planning


Corporate Executive Services

Our team understands that entrepreneurial executives need help reaching their estate, gift and philanthropic goals, which is why we provide the following services:

  • Business succession planning
  • Stock diversification planning and compensation planning
  • Stock option training for executives and their employees
  • Outsourced accounting and bookkeeping services
  • Understanding and planning with AMT

International Tax Services

Whether you’re an individual who has a foreign source of income, who has employees working outside their home country or who plans to work/reside outside of the U.S., we can help alleviate your tax concerns.

International Tax


Family Office Services

We have more than 35 years of experience advising wealthy individuals and families with more than $50M in liquid assets on how to manage their day-to-day financial, investment and family concerns.

Family Office Services



Holistic Approach to Transitioning Wealth
Blog
A Holistic Approach to Transitioning Wealth
A good wealth transfer plan enables benefits to accrue to you and your heirs while you’re around to enjoy them, and helps ensure that your legacy is carried on.
Experts
John Karls - Partner, Tax - Dallas TX | Armanino
Partner
John has more than 20 years of experience consulting with successful individuals, families and closely held businesses.

Dallas, TX
Mark Baumohl - Partner, Tax - Los Angeles CA | Armanino
Partner
With over 35 years of public accounting experience, Mark serves high-net-worth individuals in estate planning, financia...
Dan Bolar - Partner, Tax - Irvine CA | Armanino
Partner
Dan has more than 30 years of experience working with high net worth individuals and their related entities – clo...
Resources
Blog articles
Article
Effective February 1, 2020, charitable organizations whose annual revenue is under $50,000 must file a new form along w...
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