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 taxing authorities
  • Income tax preparation
  • Personal financial planning
  • Long-term health care