Individuals

Every individual is unique and has different circumstances. We believe that it is imperative to develop a relationship with our clients which provides us the information necessary to strategically and proactively work to reduce their tax obligations.

Understanding You

To provide you the service you expect, it’s crucial we have a relationship with you and not just your documents. We know that every personal situation is different and it’s our responsibility to ask the right questions to help provide a strategic solution for you and your family. Our experienced staff of accounting professionals not only focus on reporting the past but also work with you to plan for your future.

SERVICE OFFERINGS

TAX PLANNING

  • Long Term
  • Immediate/Short Term
  • Retirement Planning

TAX PREPARATION & RETURNS

  • Fiduciary Returns
  • Estate Tax Returns

ESTATE & TRUST PLANNING

  • Generational Wealth Transfer
  • Charitable Planning
  • Asset Protection – working with Financial Planners and Attorneys

IRS & STATE REPRESENTATION

  • Offers & Compromise
  • State & Federal Audit Representation