INDIVIDUAL TAX
Individual Tax Planning for More Complex Financial Lives.
Thoughtful tax preparation and proactive planning for professionals, business owners, investors, and individuals whose tax decisions extend beyond a basic annual filing.
Tax Preparation • Tax Planning • Business Owners • Professionals & Investors • DFW Metroplex & Nationwide Virtual Service
Tax Preparation Is the Starting Point, Not the Entire Relationship
A well-prepared return should accurately report the year that already happened. Good tax planning also looks forward—at income, withholding, estimated payments, investments, business activity, and major life or financial changes before the next filing deadline arrives.
Individual Tax Returns
Professional preparation focused on accuracy, documentation, and understanding how the pieces of your tax picture fit together.
Proactive Tax Planning
Review projected income, withholding, estimated payments, deductions, and other planning considerations while there is still time to act.
Business Owner Coordination
Coordinate the individual return with business income, compensation, distributions, estimated taxes, and other owner-level considerations.
WHO WE SERVE
Business Owners & Entrepreneurs
Individuals whose personal tax returns are closely connected to partnerships, S corporations, sole proprietorships, investments, or other business activity.
Professionals & High-Income Households
Taxpayers with compensation, bonuses, equity or investment income, multiple income sources, significant deductions, or estimated-tax considerations.
Investors & Property Owners
Individuals with brokerage activity, capital gains and losses, rental or other investment activity, or tax questions connected to buying and selling assets.
Individuals With Changing Circumstances
Taxpayers navigating a new business, job change, retirement planning decisions, major transactions, relocation, or other events that can materially change the tax picture.
A Clear, Professional Process
01
Understand
Review the prior-year return, current-year income sources, major changes, business interests, and the questions that matter to you.
02
Prepare & Plan
Prepare the return accurately while identifying items that deserve planning attention for the current or upcoming year.
03
Stay Ahead
Address withholding, estimates, documentation, and major tax decisions before they become next year’s filing-season surprise.
WHY LAMAS CPA
Preparation, Planning, and an IRS-Informed Perspective
Victor Lamas, CPA combines public accounting experience with prior service as an IRS Revenue Agent. That background supports an approach centered on accurate reporting, supportable tax positions, organized documentation, and proactive planning.
Ready for a More Proactive Approach to Your Taxes?
Discuss your tax situation, upcoming decisions, and opportunities to plan before filing season rather than simply reacting afterward.
Lamas CPA 