Individual Tax Services

We work with individuals to help plan and prepare for today’s rapidly changing tax environment. Our services range from tax planning and preparation to management guidance and tax analysis. Working with our team of CPAs means that you’re receiving constant advice from a tax consultant who understands your financial goals and decisions.  Get accurate, timely data to estimate correctly, avoid penalties and plan for different life stages.  

Individual tax services we provide include:

• Annual tax planning and projections
• Tax preparation
• Complex federal and state tax filings
• Real estate taxation
• Tax research and consulting
• IRS and state tax representation
• Charitable gift planning
• Stock option analysis
• Retirement planning

Learn more about the state and local tax services we provide.