Individual tax
Tax planning and preparation that work together.
Your annual return reflects decisions made throughout the year. Our CPA tax experts help you plan those decisions, prepare the filing, and respond when life changes — through a 100% remote process and a dedicated point of contact.
The individual tax team you knew as Dukhon Tax is now part of Numera.
A tax relationship is a calendar
Good tax planning happens all year.
The return records what happened. Year-round planning helps shape what happens next — from estimates and withholding to a move, investment, business transaction, or retirement decision. Here is how planning and preparation work together across the year.
Prepare and file
We prepare, review, and electronically file your federal and state returns, with the supporting documentation organized for the record.
Set up the year
We revisit estimates, withholding, and the changes already affecting your income so the plan reflects the year you are actually having.
Plan before the decision
Selling property, exercising options, or changing states? We assess the tax implications while there is still time to shape the decision.
Use the year-end window
We review the timing of income and deductions, charitable giving, retirement contributions, and the final decisions that affect the return.
What we handle
From the annual return to the year that changes everything
- Federal and state income tax preparation — electronic filing, delivery, and signing
- Tax planning and estimate calculation
- Real estate transactions
- Business purchases and sales
- Investments
- Timing of income and deductions
- Bankruptcy
- Divorce
- Education funding
- Financial planning
- Retirement planning
- Estate planning and settlement
- IRS and state controversy representation — examination and collection issues
- Residency determination
How we work
Faster tools. Human judgment.
We use modern technology, including AI-assisted processes, to organize information, surface inconsistencies, and improve speed and accuracy. Experienced professionals review the work, interpret the rules, and apply the context that belongs to you.
Technology supportsData organization, pattern recognition, consistency, and faster processing.
Your CPA providesInterpretation, estimates, professional judgment, and final review.
Why year-round matters
“We work with clients throughout the year so that when the decision that really matters arrives, we already understand the context and can help get it right.”
Dmitry Dukhon, CPA
“We were looking for a tax accounting firm that could help us with our tax filing. We got excellent support and their response time is super fast.”
Individual tax client
How it works
A straightforward way to get started
Tell us what you need
Use the contact form to share the filing, planning, or life change you want help with.
We respond within 24 hours
We contact you to understand the situation, answer initial questions, and define the right scope.
Plan and file online
Upload documents through the secure portal, work with your dedicated contact, and review and sign electronically.
Plan the year. Prepare the return.
Whether you need this year's return prepared or want tax guidance before a major decision, start the conversation. We'll respond within 24 hours with the next step and a clear scope.
Get started Income or accounts abroad? Explore international tax. In Massachusetts? Meet the Boston office.