Personal Tax Services and Financial Planning

Does your life need more balance? Let’s start by balancing your books.

Income Tax Services

Yes, we can accurately and efficiently prepare your tax returns.  We recommend going a step further, planning strategies to reduce your tax liabilities as the law allows.

Personal Financial Statements

Individuals can use personal financial statements to obtain loans, conduct investment transactions, develop financial plans, and run for public office.

Retirement Planning

To keep you on track for your retirement goals, we’ll conduct a thorough evaluation of your assets, liabilities, employee retirement benefits, existing will and other aspects and develop your own customized plan.

Estate & Gift Tax Planning

There’s no one-size-fits-all answer to estate planning or meeting philanthropic and gifting goals. We’ll help you sort out your options and recommend a plan that fits you and your loved ones.

Estate Administration

The confidence and trust our clients place in us is repaid with commitment, diligence and honesty as we execute their wishes for the distribution of their assets together with compliance with all regulatory and reporting requirements.

Trust Establishment & Administration

If your financial plan includes one or more trusts, we have extensive experience in their management and administration including the investment of assets as well as periodic reporting of receipts and disbursements.

IRS Representation

Forward your inquiry, assessment or notification of audit and we’ll handle it from there – we’ll handle the paperwork, minimize your worries and reduce your chances of costly fees and fines.