Individual Tax

You work hard for your money. We work to protect it from taxes. 

Developing strategies to minimize your tax liability is something we take personally. And literally. We factor in your personal and business goals, and your unique situation to help you minimize tax liabilities. Let our tax pros guide you through the tax compliance nuances, while developing effective strategies to keep you on a strong financial path forward.

Personal Tax Services

You need a tailored strategy to preserve your wealth and future prosperity. Working with you, we develop a tax-efficient plan aligned with your personal and financial goals.

  • Individual income tax planning and compliance 

  • Income tax projections

  • Tax analysis on investments 

  • Philanthropic planning 

  • Trust planning and compliance

  • Retirement planning

  • Lifetime estate and gift tax compliance 

  • Post-mortem estate planning 

  • IRS representation