Individual Clients

Effective & Strategic Tax Planning for Individual Clients

Preparing your own income tax return can be a daunting task. Without the knowledge of an experienced tax professional, many deductions and credits can be overlooked. All of our tax services begin with an understanding of our clients. We listen and do our research. Our goal is to provide a personalized course of action for each client, with strategies created specifically for that person or family's specific needs and objectives.

Effective tax planning for high-net-worth individuals requires an in-depth knowledge of each client's unique financial situation and a technical expertise of the tax codes. This is an ongoing process and not a once-a-year event. Strategies must be examined and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.

Our strategies factor all sources of income with charitable interests and short and long-term goals, both personal and professional. Everything is approached with awareness of the total tax and financial position.

Services offered to our individual clients include:

  • Tax return preparation
  • Identification of tax-efficient opportunities
  • Projections for tax liability planning
  • Integration of income tax planning
  • Multistate tax issues
  • Alternative minimum tax planning
  • Representation and support in IRS or state tax audits

We look forward to meeting you!

Contact us to schedule a consult today. We would like to help with your tax and planning needs.