EWM TAX SOLUTIONS

EWM Tax Solutions provide services such as Preparation of individual tax returns, Assistance with estimated tax payments (Safe Harbor Analysis), Assistance with understanding & response to tax notices, Married vs Joint Filing Optimization, Preparation of amended individual tax returns. Social Security Analysis (take vs. wait) Planning for major financial transactions Tax Minimization Analysis Cost / Benefit Analysis for Roth IRA Funding Roth Conversion Analysis Capital Gain/(Loss) Planning Understanding Foreign Income & Tax Implications Stock Option Analysis Tax-Advantaged Investing