top of page

Individual Tax Planning and Preparation


We offer a wide variety of tax services to individuals with the goal of minimizing taxes while maximizing growth, equity and cash flow.  We pay particular attention to assisting you with your personal financial and tax planning.  Our close, personal relationship with each client enables us to help you focus on unique circumstances that may require special planning. Our connectivity lets clients fax, scan, email, or mail any documents they need from anywhere in the world. Because of these features, we can offer our services to you no matter where you are, even if your job relocates you.


Federal and State

  • State Tax Returns for any State



winter tree.png

Tax Returns are computerized.  Your information is securely retained and can be used to:


  • Estimate income and expenses to determine your tax liability

  • Develop strategies to mitigate or defer your tax liability and to reduce or eliminate penalties arising from underpayment.

  • Track filing deadlines to make sure that all returns and reports are filed timely to avoid penalties.

  • Help resolve issues with the Internal Revenue Service and state taxing authorities.

  • Prepare and file prior years’ tax returns and communicate with the IRS concerning the forms to be filed.

  • Prepare and file simple W-2 returns and complex, multi-state returns

  • Estate Planning

  • Family & Charitable Gifting

  • Business Succession

bottom of page