Personal Tax Services for Individuals and Families

At Cornwell Jackson, we work closely with individuals and families to ensure a healthy financial future for you and your loved ones. Our professionals evaluate and plan successful financial strategies tailored just for you.

Personal Tax Compliance
We have a group of highly experienced tax accountants who focus entirely on tax planning and preparation. We are committed to continually upgrading our technology and interconnectedness. You can be confident that your tax returns are expertly prepared and provided to you in a timely manner.

Our goal is to be your trusted advisor – providing proactive, relevant advice and suggestions you deserve in addition to the compliance services you expect. Our individual tax services include the following:

  • Federal, state, and international filings
  • Tax planning for estates and trusts
  • Gift-tax returns
  • IRS representation
  • Education tax planning
  • Retirement tax planning
  • Strategic tax planning

Personal Tax Planning

Personal tax planning demands specialized solutions for individuals and families. At Cornwell Jackson, tax planning is a year-round focus, not a year-end frenzy. We consistently search for ways to minimize tax obligations and increase cash flow to maximize your return on investment and work on your behalf with the involvement of your personal advisor when needed in oversight and final review.

We integrate income tax planning with estate and retirement planning to assure you and your family a secure future. We are pleased to offer individuals a complimentary initial consultation to assess your ability to minimize tax and plan more efficiently for the future.

Tax Planning Tools

2016 Web Estate Guide


Tax Planning Guide

2016-2017 Tax Planning Guide from Cornwell Jackson_Page_01

Planning for Millennials

2016 Web Tax Guide


Recent Personal and Individual Tax Blog Posts:

What You Need to Know About the Alternative Minimum Tax

Congress originally devised the alternative minimum tax (AMT) rules to ensure that high-income individuals who take advantage of multiple tax breaks will owe something to Uncle Sam each year. In recent years, however, that concept has eroded. Now, even upper-middle-income taxpayers are likely to owe the AMT. Here’s an overview of how the AMT works …Continue reading What You Need to Know About the Alternative Minimum Tax

Ten Tax Breaks Available for Parents

How much money do you need to raise a child? According to an estimate from the U.S. Department of Agriculture, it will cost a middle-income couple roughly $245,000 to raise a child born in 2013 to the age of 18. This is up 1.8 percent from the prior year. Plus, the estimated average cost is … Continue reading Ten Tax Breaks Available for Parents

New Law Extends and Enhances Numerous Tax Breaks

At the end of last year, the Protecting Americans from Tax Hikes Act of 2015 was signed into law. Known as the PATH Act, it does more than just extend expired and expiring tax provisions for another year. The new law makes many temporary tax breaks permanent. This provides some stability in planning. When it … Continue reading New Law Extends and Enhances Numerous Tax Breaks

Good News: IRS Extends ACA Filing Deadlines

Businesses got some good news recently from the IRS. Some employers and other entities, which are required to file information returns for 2015 on Forms 1094 and 1095, now have an extension on the deadlines. This gives employers extra time to complete two tasks: 1. Provide the forms to recipients; and 2. File the forms … Continue reading Good News: IRS Extends ACA Filing Deadlines

Contact our Personal Tax Specialist

Call us to arrange an appointment: 972-202-8000 or email us using the links below.

Scott Allen, Tax Partner

View Our Tax Blog

Client Testimonials

“I can pick up the phone and call them and say, ‘I want to make sure I get this right.’ Talking to Cornwell Jackson isn’t a once a year event. I don’t feel I’m on the clock every time I talk to them. If I ask them to do a project they tell me what it will cost and they live by that.”

-Tony Mendoza