Individual Taxes

We prepare all required tax filings, including returns for all 50 U.S. states.

In order to minimize the tax you pay, we help you with income tax planning. We keep abreast of all changes and developments in federal, state and local tax laws and advise you throughout the year, so you’ll be in the best possible position when it’s time to file your tax return.

Our expertise lies in:

  • Tax planning and tax compliance
  • Preparation of state and federal income tax returns
  • Preparation of estate and gift tax returns
  • International tax consulting
  • Post-mortem tax planning
  • Representation before IRS for tax examinations
  • Acting as a personal representative or trustee
  • Assistance with qualified retirement plans and insurance planning


Unleash Our Team’s Productive Power

We tend to develop deep relationships with clients with the help of our experienced professionals.