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. 

SafeSend Electronic Returns

• Receive your tax returns securely and review with ease.
• Reduce ink, paper, postage, and make the process greener.
• For individuals, save time, and e-sign your e-file forms, receive estimated tax reminders, and pay taxes & invoices

Learn more about SafeSend Returns.

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

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Tax & Fraud Alerts