At Topmatrix, we provide comprehensive income tax services designed to minimize risk, uncover opportunities, and keep you ahead of ever-changing tax laws. Our approach blends deep technical expertise with proactive planning, helping individuals, families, and business owners navigate complex financial situations with clarity and confidence.

We prepare federal, state, and multi-state income tax returns with precision and careful attention to detail. Whether you are an employee with equity compensation, a high-net-worth individual with multiple investments, or a business owner juggling several entities, we ensure your filings are accurate, compliant, and optimized. Our team goes beyond ordinary tax prep—every return is reviewed through a planning lens to identify deductions, credits, and long-term opportunities.

Great tax outcomes don’t happen once a year. We provide year-round planning tailored to your income, business structure, investment profile, and future goals. From entity selection (LLC, S corporation, partnership) to retirement planning, compensation design, and capital gains strategy, we guide you through choices that reduce tax exposure and support long-term wealth growth. We also monitor new legislation so you can act quickly when opportunities arise.

Today’s financial landscape involves more complexity—multi-state operations, real estate holdings, equity compensation, K-1 income, international assets, trusts, and sophisticated investment structures. We specialize in solving these challenges with clarity and accuracy. Whether you’re planning a liquidity event, navigating divorce tax considerations, or structuring multiple entities, we provide strategies that align with your goals and protect your financial position.

If you ever face an IRS or state inquiry, we stand between you and the government. Our team handles audit responses, correspondence letters, penalty abatement requests, and tax notices with confidence and experience. Clients trust us to manage communication, provide documentation, and resolve issues efficiently and professionally.

Tax planning isn’t only about this year—it’s about anticipating future years. We offer detailed projections, multi-year modeling, and scenario analysis to help you make informed decisions around bonuses, distributions, capital gains, retirement contributions, and business investments. Our recommendations are always data-driven and customized to your situation.