Individual Tax Services

Whether you are a family group or a high net worth individual, our professionals can guide you through the obstacles to financial planning:  new and changing tax laws, volatile economic conditions and business succession issues.

For individuals and/or family groups, we offer the following services:

• Preparation of annual federal and state tax returns

• Preparation of quarterly federal and state estimated tax calculations

• Year-round strategic income tax planning with the goal of minimizing your total tax liability.

• Strategic tax planning for all types of investments and transactions, including securities, real estate, stock options (both incentive and nonqualified), and sales of significant assets (including businesses)

• Minimizing effective tax rates on investments and maximizing the benefit from deductions

• Consultations regarding retirement plan assets