Individual Tax Services
Tax planning and preparation is more than just dropping numbers into a software program. It’s a complex process, but one that our tax professionals are experts at navigating. We take the time to accurately cover all aspects of your tax return to ensure the maximization of your tax savings, both now and in the future.
- Individual Tax Planning and Projections
- Individual Federal, State, and Local Tax Return Preparation
- Tax Optimization Analysis
- IRS Audit Assistance & Defense
- Estate, Trust and Gift Tax Return Preparation
- Estate and Asset Management Planning
- Retirement and Financial Planning
- College Planning Services