Individual Tax Preparation and Wealth Management


Our team provides personal tax services that extend far beyond preparing IRS Form 1040 tax returns. We tailor our tax advisory and wealth management services to meet the unique needs of business owners, entrepreneurs, senior executives, and high-net-worth individuals and their families. 

Individual Tax Planning

  • Charitable giving strategies
  • Planning to minimize the Alternative Minimum Tax (AMT)
  • Retirement plan tax considerations
  • Cash flow analysis
  • Estate Planning and Wealth Transition
  • Guidance on charitable gifts and philanthropic giving

Tax Compliance

  • Preparation of business and individual tax returns
  • IRS and state tax examination assistance

News & Events


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