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Individual Services

Your taxes go well beyond just submitting the appropriate forms every spring. Our tax consultants and wealth advisors work with individuals to plan ahead so you can proactively manage your tax liability and know exactly what to expect when tax time rolls around.

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About Individual Services

Taxation is complex, with constantly changing laws and regulations. While tax preparation is required at least annually, that tends to be a reactive process.

By focusing on proactive tax consulting and planning, we can work with you to plan ahead for what your annual tax liability looks like. Our wealth management and advisory services add in a layer of tax planning support to further grow and shield your assets with specific tax strategies.

Tax Preparation

Our experienced staff can develop tax strategies to take advantage of new tax laws and legislation, identifying tax planning opportunities that minimize your current and future tax liabilities. Our tax preparation services include, but are not limited to:

  • Tax Compliance

    We maximize the tax preparation process by ensuring you are in compliance with regulations, minimizing tax liability, and providing insights to your financial health.

  • Tax Resolution

    Our team is your team as we negotiate with the IRS on your behalf to resolve unpaid taxes or penalties.

  • Tax Consulting

    We offer expert advice to our clients on complex tax issues like law changes, IRS audits, and tax disputes.

  • State Tax Law

    We help you navigate the varying economic and physical nexus sales tax regulations and income and payroll taxes across different states.

Tax Planning

We believe that tax planning is one of the most important steps you can take as an individual. It allows you to be proactive so you have better control and awareness of what is coming. Our tax planning services include, but are not limited to:

  • Up-to-Date Planning

    We meet with you regularly to discuss important tax events and how they impact you.

  • Quarterly Projections

    While we don’t have a crystal ball, we work with you to run through current projections based on various scenarios.

  • Strategic Sessions

    We stay on top of current and future tax laws and work with you on strategies to limit your tax liability.

  • Ease of Mind

    By planning ahead, you can rest easy during tax season, with no surprises coming your way.

Still Unsure?

Our Team is happy to schedule a time to learn more about your needs and find a plan that’s right for you

Book A Call

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Taxation Calculator

Our taxation calculator can give you a good idea of how much working with our team on your tax return may cost.

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