Individual Tax Services

Today’s tax rules and regulations are complex and present a number of challenges for individuals. Our trusted tax team doesn’t just prepare your returns, we help you minimize your tax liability now and in the future, analyze the tax effects of your decisions, and maintain compliance. From annual income taxes to other life events like retirement, marriage, estate planning, and college planning, we can provide tax guidance and assistance at every life phase.

Our Approach

Tax planning begins with getting to know you and your unique situation. Our team will work with you to collect the appropriate data and information to create your individual tax strategy plan. We analyze your needs and recommend the appropriate tax services to help minimize your tax liability. We create, coordinate, and review your tax filings and continue to monitor your planning process.

Our planning professionals can provide comprehensive tax advice to individuals in the following areas:

  • Federal Income Tax Preparation and Consulting
  • State and Local Income Tax Preparation and Consulting
  • International Tax Compliance and Consulting
  • Tax Representation Before Authorities
  • Estate and Gift Compliance and Planning
  • Personal Financial Planning, including Retirement, Long-term Healthcare, and Investment Planning

View our Tax Planning Guide


800.259.2922
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