Filing your individual tax return accurately and on time is essential for staying compliant with tax regulations, avoiding penalties, and maximizing eligible deductions and credits. Whether you are an employee, self-employed professional, investor, freelancer, or retiree, our experienced tax professionals provide personalized support every step of the way.
Accurate Calculation Guarantee
U.S. States Covered
Days a Year Support
We review all income streams before filing:
W-2, 1099-NEC, 1099-MISC, K-1 and dividend income reconciliation.
Stocks, cryptocurrencies, PFIC reporting, and real estate sales.
FinCEN 114 and FATCA Form 8938 reporting for global holdings.
We provide end-to-end assistance throughout the tax filing process:
Preparation and filing of federal and all resident/non-resident state individual tax returns.
Comprehensive analysis of W-2, 1099, K-1, dividends, and interest to prevent omissions.
Proactive structuring and timing to legally reduce your total current and future tax liability.
Meticulous identification of all eligible standard, itemized, educational, and family tax credits.
Accurate basis tracking, loss harvesting, and reporting for equities, crypto, and real estate.
Specialized Passive Foreign Investment Company reporting and complex election guidance.
Schedule C expense maximization, quarterly estimates, and self-employment tax reductions.
Depreciation schedules, repairs vs. capital improvements, and passive activity loss rules.
FinCEN 114 (FBAR), FATCA Form 8938, and foreign earned income exclusion compliance.
Form 1040-X filings to rectify past errors, missed deductions, or retroactive tax adjustments.
Expert evaluation and prompt representation for IRS and state tax inquiry notices.
Stress-free extension filings (Form 4868) and penalty-prevention deadline management.
When you work with NMG, our secure digital checklist makes gathering paperwork effortless:
W-2s, 1099-MISC, 1099-NEC, K-1s, SSA-1099, and interest/dividend statements (1099-INT/DIV).
1099-B brokerage statements, crypto transaction histories, and real estate closing disclosures.
1098 Mortgage Interest, property tax statements, charitable contributions, and medical out-of-pocket receipts.
Gross revenue records, expense logs, depreciation schedules, and vehicle mileage summaries.
Our individual tax professionals serve clients with all levels of financial complexity:
A systematic workflow designed to ensure accuracy and complete client visibility:
We discuss your financial situation, income sources, and tax obligations.
We review all required tax documents, income statements, and expenses.
Our tax professionals prepare your return while minimizing tax liability legally.
You receive a draft return for comprehensive review and explanation before submission.
Once approved, your return is securely e-filed with the relevant tax authorities.
We remain available year-round to assist with tax notices and ongoing tax advice.
Precision, responsiveness, and genuine peace of mind during tax season and beyond:
20+ years of CPA and tax advisory expertise ensuring maximum deductions.
Stringent multi-tier review process eliminates errors and missed deadlines.
Bespoke advice tailored to your life changes, investments, and retirement goals.
We don't disappear on April 15. We remain available 365 days a year.
Encrypted portals and strict data protection protocols for confidential documents.
Clear, upfront flat-rate quotes with zero hidden surprises or filing markups.
Book a free consultation with an NMG tax specialist today.
