We address the unique tax challenges faced by both working professionals and retirees. For working professionals, we ensure proper withholding, optimize tax-advantaged accounts, and strategize around stock options and bonuses to minimize tax burdens. For retirees, we help manage Required Minimum Distributions (RMDs), navigate the complexities of IRMAA (Income-Related Monthly Adjustment Amount), and develop strategies to minimize taxes on Social Security benefits and investment income. Our goal is to reduce your overall tax liability while keeping you compliant with current tax laws.