For Individuals

Tax Services – A full range of tax planning and compliance services:

  • Year-round tax planning help to minimize your total tax burden
  • Preparation of federal, state, and local tax returns, including estate,
    gift, and trust tax returns
  • Representation and negotiation services with federal and state taxing authorities
  • Audit representation and preparation of tax appeals

Financial Planning – A complete array of financial planning services to
help you achieve your financial goals:

  • Retirement Planning – Analysis of your projected income and expenses and investment suggestions to help ensure that your golden years
    live up to your expectations
  • Debt Counseling – Help and advice through the tough times, including installment debt consolidation, refinancing, and repackaging
  • Estate Planning – Guidance to help you protect your heirs by
    minimizing federal and state estate tax liabilities 


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