Individual Tax Advisory Services

Be ready for each life stage. 

11A woman in a bright yellow turtle neck, holding Tax papers, and talking on her cell phone.

Individual Tax Advisory Services

Be ready for each life stage. 

Taxes affect everyone, but your situation is most likely unique. Special consideration must be given to opportunities to reduce your income tax liability, the various tax treatments for investment or estate income, or how to structure income from a business. When you have complex individual tax needs now or in the future, Anglin Reichmann Armstrong can guide your approach.

Complexity can also arise from business or estate disputes. Our business valuation and litigation support services can help you or your legal advisor determine ownership percentages, asset values or potential compensation.

Choose from a variety of tax advisory services, including:

  • Individual compliance and advisory services
  • Gift & estate tax planning and compliance services
  • Individual income tax credits and incentives guidance
  • Alternative minimum tax (AMT) planning and consulting
  • Stock based compensation structuring and planning

  • Deferred compensation, distributions and retirement planning
  • Tax planning for family offices
  • Foreign asset tax compliance (U.S. based)
  • Net investment income tax planning and advisory services
  • ACA, CARES Act and CAA tax advisory services
  • Individual owner or investor exit strategies

Anglin offers a variety of related practice areas and knowledge:

  • Business Valuation
  • Business Incentives & Credits
  • CFO Services

  • Estate, Gift & Personal Tax Planning
  • Litigation Support & Forensic Accounting
  • Wealth Management

Anglin also has years of tax planning experience in the following industries for individual owners and investors:

  • Government Contracting
  • Construction & Real Estate
  • Manufacturing
  • Healthcare

  • Professional Services
  • Governmental & Nonprofit
  • Biotechnology & Information Technology
  • Hospitality

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Leaders
11Angela Sparks, Manager in the Tax Advisory Services Department, in front of Anglin office.
M. Angela Sparks, CPA, QuickBooks ProAdvisor

MANAGER

11Dustin Schaefer, Manager and department head for the Tax Advisory Services Department, in front of Anglin office.
Dustin M. Schaefer, CPA

MANAGER