Services for Individuals


We believe in personalized attention and have a variety of services to meet the individual needs of each of our clients.

Life Events Planning

Education

Careful planning and saving for the education of your child or grandchild can help them to avoid decades of debt after graduation. We can assist you in understanding the total need, and offering advice on how best to achieve the goal.

Retirement Planning

Our deep understanding of the tax code make us natural partners in your retirement planning process. It’s hard to see an area of financial planning that is untouched by taxes. We can offer you advice to ensure you maximize your retirement income.

Estate Planning

It’s important you have someone that understands your goals and can clearly define the best ways to carry them out. Our clients look to us for advice on estate and gift tax, trust administration, and life insurance needs. We will assist you with creating a team to manage all aspects of your planning, and then work with your team to ensure your needs are carried out.

Tax Services

Tax Preparation

Preparing your own income tax return can be a challenge with the changing IRS guidelines. We will work to ensure that you receive all the deductions you are entitled to and that you receive any refund as quickly as possible. We will also advise you on adjustments to your withholding as needed.

Tax Problems

Tax problems can be stressful. We can help relieve the stress by assisting you with representation in an audit, helping with non-filed returns or back taxes, assistance with removal of IRS liens and levies, and assistance with IRS notices and letters. Ignoring the problem will only make it worse. Let us be your advocate to solving your tax problems.

Tax Planning

It’s important to understand how changes in your financial situation can impact your taxes. We can help you plan ahead to avoid paying more than you have to. Planning for retirement, saving for education, a change in job or move to a new state, receiving an inheritance – these are just some of the things that can impact your taxes. We can help you determine the most effective strategies to benefit you your family.