Individual tax services
For many individuals, tax planning is synonymous with income taxes. But, there are a variety of other services P&N can provide for individuals. Retirement, marriage, bankruptcy, and planning for college are just some of life’s events that may require a professional’s advice. Because every client’s needs are different, our services are customized to meet your needs and circumstances. Our planning professionals can provide comprehensive tax advice to individuals in the following areas:
- Investment planning
- Estate planning
- Retirement planning
- Tax representation before authorities
- Income tax preparation
- Personal financial planning
- Long-term health care
- Elder care services
