Individual | Estates & Trusts | Business


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