Individual Taxes

OFG Advisors offers tax services to individuals, including:

  • 1040, 1040A, 1040EZ individual tax return preparation
  • 1041 Estate and Trust Tax Returns
  • 1040X individual amended tax returns
  • Related Tax Credit Forms

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 We offer Personal Financial Planning and Counseling Services, including:

  • Comprehensive Financial Planning
  • Investment Strategy Consultation
  • Business Succession Planning
  • Lifestyle and Income enhancement
  • Insurance Planning through alliances
  • Asset and Creditor Protection
  • Asset Management
  • Charitable Donation Planning
  • Property Management
  • Enhancing family lifestyles and legacies
  • Retirement Planning

We work with a wide range of individual situations, including:

  • Single, Married, Joint Filers, Individual Filers, Widows, Head of Household
  • Retirees
  • Students
  • Educators
  • Low, Middle, High-income earners
  • Business Owners
  • Real Estate Landlords
  • Investors
  • Self-employed Individuals
  • Independent Contractors

Bankers Package

When you consider significant purchases such as homes or businesses, OFG Advisors LLC has developed a Bankers package that consists of a financial presentation of the client’s personal financial activities for 3 years. It has helped our clients obtain loans for mortgages, to purchase businesses, to sell businesses, or for other large purchases.

For individuals who own or have a significant stake in a corporation, we will work to ensure that both the individual and corporate needs are effectively served, while maximizing overall tax position on both fronts.

Self-Employed and Independent Contractors

Self-Employed Individuals and Independent Contractors face specific tax challenges such as self-employment taxes, deductions and expenses that materially affect their tax position. Let OFG Advisors LLC guide you, help you achieve compliance and maximize your tax position.

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