Individual

Tax planning and return preparation

There are always things that can be done during the year that can help reduce your tax obligation. We believe that comprehensive and timely tax planning is the key to lower taxes for individuals. We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we can identify essential tax planning opportunities that minimize both your current and future tax liabilities.

Services

• Tax preparation
• Multi-state tax services
• Tax planning and advocacy
• Charitable giving planning
• Estate planning
• Divorce