Individual Taxation

Ross & Moncure provides individual income tax services to more than 1,400 clients each year. While January to April is “tax season” in the United States (the period in advance of the income tax filing deadline on 15 April), our principals are available throughout the year for tax planning consultations. In general, the firm charges an annual fee for tax return preparation that is viewed as a retainer to maintain the relationship; therefore, clients are free to call or e-mail at will with tax-related questions as they arise.

Ross & Moncure is well-positioned to see clients through complicated financial situations. For multinationals and expatriates, we maintain close relationships with tax advisors in the UK, Germany and the Netherlands (and we are expanding our network daily). For high-net-worth individuals, we have working partnerships with wealth management firms, law practices and banks. We are prepared to help our clients to manage the entirety of their financial affairs.

Our consultants are well-versed in both domestic and international reporting requirements. We prepare:

  • Form 1040 – Individual Income Tax Return
  • Form 1040X – Amended Individual Income Tax Return
  • Form 1040NR – Individual Income Tax Return of a Nonresident Alien
  • Dual-status tax returns

Principal consultants: C. Braxton Moncure, Brian P. Ehle , Brian D. DavisBonny Jennings, Lucinda Weigel