Individual Tax Planning & Preparation

Tax Planning:

We believe that a proactive approach to tax planning leads to the best results. We work with clients on a quarterly basis to ensure that that they feel in control of their tax situation. Planning ahead leaves time to make decisions that can help reduce or shift taxes and leave you feeling in control.

Our services include:

  • Quarterly estimated payment calculations: We will review your projected income for the year and estimate your tax liability. We will recommend any opportunities to reduce taxes based on your personal situations.
  • Long range planning: We will work with you to understand your annual income and determine methods to reduce your tax liability. Situations that we have found to benefit from long range planning include, but are not limited to:

    • Rental real estate
    • Company stock options
    • Large gifts or inheritances
    • College savings for children

Additional Financial Services for Individuals

We have found that our clients encounter a variety of financial and tax related issues throughout their lifetimes. For example, clients have sought our advice for personal budgeting, assistance with loan calculations, and other personal financial questions. If you have a situation that involves financial calculations, please contact us to determine if we can be of assistance.