Services for Individuals

We prepare all necessary tax forms at the federal, state and local level. We use our knowledge and experience to make sure you do not over pay your taxes by a single dollar. Since we believe in the value of tax planning to our clients, our tax return preparation includes one hour of free tax planning to use as you see fit throughout the year.

The best way to avoid unnecessary tax is through proactive tax planning. We sit down with our clients for a long as necessary to understand fully their financial and life goals. Only then, do we develop a tax plan that works with their non-tax goals. Every plan is custom created for the individual client. We use all available methods to minimize your future income and estate tax liabilities.

We help you minimize the hassle of an IRS or state audit. We can work with you to develop a plan to handle your audit or we can deal directly with the IRS or state so you do not have to.

We provide the same high-end family office services usually reserved for only ultra high net worth individuals.  Just some examples of the services we provide are:

• Balance sheet management
• Consolidated income reporting
• Cash flow monitoring and analysis   
• Family partnership and LLC management
• Foundation management
• Bill paying services