INDIVIDUAL TAX PLANNING & COMPLIANCE

BEYOND THE BASICS

You depend on your accountant to find as many savings opportunities as possible in the tax return preparation process. At DHA, our tax experts go beyond the routine deductions and help business owners, high-net-worth families and individuals develop optimal, long-term tax planning strategies that address your unique financial situation.

  • Individual Tax Planning & Minimization

  • Annual Individual Income Tax Return

  • Property Tax Filing

  • FBAR & 8938 Filing

  • Family Gift Planning & Gift Tax Returns

  • Retirement Planning

  • Education Planning

  • Residency Plan

REFERENCE GUIDES

Charitable Contributions Recordkeeping Requirements
Estimated Taxes
Identity Theft and Your Taxes
Tax Facts and Figures

Looking for more? Check out our Reference Library for additional guides on tax and consulting topics.


“I enjoy doing business with DHA. The staff at DHA staff is very easy to work with and they always make me
feel welcome. I can trust Mike [Drazan] and the DHA team with my finances because they are very thorough
and know what they are doing. I can make a phone call and know I’ll be getting the right answers.”
-Jack P.

LET’S START A CONVERSATION

We’d love to meet you, talk about your financial goals,
and see if we’re the right fit to help you get there.

952.448.4220