Services
Individual Tax Services
Changes in the tax environment may result in opportunities for you. Our tax professionals keep abreast of these changes to provide you with tax counsel that may minimize tax payments. Planning is the foundation of our work. Count on us for creative and objective planning and guidance, along with the hands-on attention of a partner. We can assist when a special situation arises, particularly those that affect your current and long-term financial picture. Turn to us for help with:
- Income tax projections
- Real estate purchases
- Business purchases
- Business investments
- Timing of income and deductions
- Bankruptcy
- Divorce
- Education funding
- Financial planning
- Retirement planning
- Estate planning
- Estate settlement
- IRS and state controversy representation
- Residency issues
- Federal and state tax return preparation
