Individual Taxation

At YM TAX CPA, we specialize in helping individuals navigate the ever-changing tax landscape. Our experienced CPAs ensure that your personal tax return is prepared accurately, filed on time, and optimized to take advantage of every available deduction and credit. Whether your finances are simple or involve complex investments and income streams, our mission is to help you save money, stay compliant, and enjoy peace of mind.

Our Approach to Individual Taxes

Tax preparation is more than just filling out forms — it’s about understanding your unique financial situation and creating a strategy that works for you. At YM TAX CPA, we take the time to review your income, deductions, and credits to identify opportunities for tax savings. We also provide year-round advice so you can make informed financial decisions before tax season arrives.

Who We Help

We work with a wide range of individuals, including:

  • Employees and professionals with W-2 income
  • Self-employed individuals and freelancers
  • Investors with dividends, interest, or capital gains
  • Landlords and property owners with rental income
  • Retirees with Social Security, pensions, or retirement distributions
  • High-net-worth individuals with complex financial situations

Tax Return Preparation

Accurate and timely preparation of federal, state, and local income tax returns for individuals in all income brackets.

Tax Planning & Advisory

Year-round strategies to help minimize taxes, maximize deductions, and optimize your financial outcomes.

IRS Audit Support

Professional representation and guidance in the event of an IRS inquiry or audit.

Multi-State Tax Filing

Preparation for individuals who earn income in multiple states or have relocated during the year.

Investment & Retirement Tax Strategies

Guidance on reducing taxes on investments, retirement accounts, and distributions.

Tax Resolution Services

Help with tax debt, back taxes, penalties, and payment plans with the IRS.

Get Started with YM TAX CPA

Don’t let tax season become a source of stress. Partner with YM TAX CPA for expert, reliable, and personalized individual tax services. Contact us today to schedule your consultation and discover how we can help you save time, reduce your tax burden, and keep more of what you earn.

Contact Us

Get In Touch With YM TAX CPA