Tax Planning

We tailor the sophisticated tax planning to meet your individual. The customized report will show the considerations of different filing status, timing of stock options execution, stock sales, AMT, itemized deduction, tax credits including AMT credit, child credit, foreign tax credit etc. with a comprehensive approach and top of the industry technique. We can also provide the more advanced tax planning products such as the Private Family Foundation to the high net-worth clients taking into consideration of estate tax and gifting.

Please send your requests to kelly@ky-cpa.com or call to make an appointment.