Individuals

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. We provide tax planning, return preparation and representation before tax authorities.

Services provided by our tax professionals include:

• Consulting services
• Estate, trust, and gift taxes
• Estate tax planning
• Preparation of federal, state and multi-state tax returns
• Representation at IRS exams and audits
• Succession and retirement planning
• Tax planning and projections