Who We Serve

Individuals

Nothing pleases us more than to have an individual client tell us, “You understand my life.”  In working with individuals to prepare their annual tax returns, we often discover that we can help them in areas beyond their initial scope.   While they may initially come to us for straightforward income tax preparation, they soon learn that they can benefit from tax-related strategic planning that can minimize taxes and maximize and preserve their wealth.  Estate and trust planning, philanthropic giving and financial and retirement planning are among the comprehensive tax-related services we offer to individuals who seek us out.

  • Tax Planning and Preparation
  • IRS Representation
  • Estate and Trust Tax Preparation
  • Retirement Planning
  • Estate Planning
  • Financial Planning