Individual Tax

Individual Tax

Tax Planning and Income Retention Strategies

We are always looking forward to our clients. The Dowell Group’s professionals are experienced in supporting both individuals and executives in tax planning and income retention strategies. Our professionals will design a plan to help you move through the different stages of your business lifecycle.


We provide creative thinking, investigate unexpected events and monitor performance.

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 and ensure compliance.

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