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Individual Tax Services

Strategic tax filing and planning yields better results, not just an isolated tax return that lacks relevance to our client’s objectives and challenges. By working with our clients to develop tax strategies that are tailored to their needs, we can more effectively minimize the tax burden and achieve a sense of 'financial security' for each client.

Clients of our personal tax services are goal-oriented and planning-oriented; they understand the value of a financial counselor that delivers accuracy and accountability. Our Certified Public Accountants can help with any financial decisions that affect your future, from buying a car to understanding how your present tax status may affect your child's chance of receiving college aid.

Our individual tax services include:

  • Income Tax Preparation and Planning
  • Certified Estate Planning
  • Estate and Trust Consultation and Coordination
  • Certified Divorce Financial Planning
  • Budgeting and Debt Management and Guidance

Contact us to learn more or to schedule an appointment.

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