Jostock & Jostock, P.C. has decades of experience with preparation of federal and state tax returns with year-round strategic income tax planning to minimize clients’ total tax liabilities.  We provide strategic tax planning for all types of investments and transactions including securities, real estate, stock options (both incentive and nonqualified), sales of significant assets and businesses.

Our firm counsels clients on minimizing effective tax rates on investments and maximizing the benefit from deductions.  We also have expensive experience and provide consultations regarding retirement plan assets,  tracking cost basis of investments and maximizing benefits of deductions.