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

At Cornwell Jackson, our highly experienced tax accountants focus entirely on tax planning and preparation. We are committed to continually upgrading our technology and processes to gain efficiency. 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.

IRS 2018 Withholding Calculator and FAQs

The IRS today released an updated Withholding Calculator on and a new version of Form W-4 to help taxpayers check their 2018 tax withholding following passage of the Tax Cuts and Jobs Act in December. To access the tools and a list of FAQs, use the links below.