Individuals

Individuals

Tax Planning and Income Retention Strategies

It’s impossible to cast a net big enough, but our clients are young couples, people in the trades, professionals, successful entrepreneurs, corporate executives, divorcees, investors, retired couples . . . and so many others. We accompany our clients literally throughout their lifecycle, offering income tax services, investment analysis, education planning, retirement planning, bill payments and account management, and comprehensive estate and trust planning and tax preparation

Planning, Advising, Account Management & Bill Paying

Let us use our understanding of investments and finance to help you evaluate the performance of your portfolio and determine if your goals are in sight. Busy clients and retirees turn to us to help manage their bank accounts and pay bills, creating a seamless transition into the tax work that we do each year.   

Tax Services for Individuals and Executives Include

  • Goal Setting
  • Tax Planning & Return Preparation
  • Estate, Trusts & Beneficiary Taxation
  • Wealth Transfer & Gifting Strategies
  • Family Wealth Strategies
  • Foreign Asset Reporting & Compliance
  • Private Foundations & Other Charitable Vehicles
  • College Planning & Retirement Strategies
  • Financial Planning
  • Major Asset Decisions
  • Stock Option Strategies
  • Divorce & Support Issues

Providing Peace of Mind

The Dowell Group team remains current on changing tax incentives, regulations, and wealth strategies. Our advisors have many years of experience in income tax strategies that can maximize potential incentives, strategically minimize tax exposures, and ensure compliance.
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