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
