Services for Individuals

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TAX PREPARATION SERVICES

 We provide the right level of expertise to meet your tax preparation needs from basic returns to complex tax preparation situations including business income, passive losses and alternative minimum tax 

TAX PROJECTIONS

 We offer the opportunity to assess the adequacy of withholding and estimated payments and plan for upcoming cash needs. 

TAX PLANNING

We  assist clients in evaluating the tax effect of financial alternatives such as Roth conversion, like-kind exchanges, property sales and purchases and other transactions having a significant tax effect. 

IRS MATTERS

 

We assist our clients with inquiries from the IRS and IRS audits.

PERSONAL FINANCIAL PLANNING

 Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.