EWM Tax Solutions seeks to serve individuals and their family members by identifying opportunities that can be implemented to ... lower tax liability. By doing so, we are simultaneously helping to preserve wealth. EWM Tax Solutions is helping you and your family keep more of what you’ve earned through a truly integrated tax solution. Our services include: Preparation of individual tax returns Assistance with estimated tax payments (Safe Harbor Analysis) Assistance with understanding & response to tax notices Married vs. Joint Filing Optimization Preparation of amended individual tax returns Social Security Analysis (take vs. wait) Planning for major financial transactions Tax Minimization Analysis Cost / Benefit Analysis for Roth IRA Funding Roth Conversion Analysis Capital Gain/(Loss) Planning Understanding Foreign Income & Tax Implications Stock Option Analysis Tax-Advantaged Investing read more