For Individuals

Our knowledge and experience in dealing with both basic and complex tax issues for individuals provides us with the skills needed to provide timely and quality services including:

  • Tax return preparation for individuals, trusts and estates
  • Tax planning and advisory services
  • Personal financial statement preparation
  • Gift and estate planning
  • Real estate and other investment transaction analysis
  • Multi-state and international income tax reporting
  • Family office and wealth preservation support

We keep our clients up to date on rapidly changing tax and accounting issues that may affect them through a quarterly newsletter and on-going personal consultations.