Services for Individual

Achieving our clients’ financial goals requires a strategy, including tax minimization and financial planning. We recommend tax saving strategies to our clients and do personal tax planning and tax preparation.

Our services for individuals include:

  • Income tax preparation – federal and multi-state
  • Tax planning, including calculating quarterly estimates
  • Trust & estate planning
  • IRS/state/municipal tax representation
  • Personal financial statements
  • Budgeting
  • Retirement and wealth accumulation planning
  • College savings programs



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