Individual Tax Consulting and Compliance

Tax Planning & Compliance

Individual tax planning and compliance services have been a major focus of our firm since our formation. By addressing issues affecting both individuals and their business ventures, we offer a comprehensive approach to planning and compliance. We continually strive to exceed our clients’ expectations by providing personalized service, independent advice, and creative tax opportunities.

Retirement Planning

Retirement planning can provide some of the best tax deductions available, yet its vast array of options can make it rather confusing. We can help you sort through the many retirement planning options available and help identify which plan best fits your individual or business needs. From calculating a savings goal and developing a savings plan to minimizing tax exposure and reviewing investment options, our tax planning specialists can work with you to identify the best retirement solution for you and your family or business.

Donor Advised Funds

A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals. When a taxpayer donates appreciated securities or other assets to a DAF, he/she not only gets an immediate tax deduction in the amount of the fair market value of the contributed assets, but he/she also avoids capital gains tax on the disposition of those assets, which could be as high as 23.8% on the Federal tax return alone. » Learn more about DAF