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
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.
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.
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.
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 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.