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Personal Tax
All of our work is tailored to the individuals needs and is integrated for both federal, state and local taxes.

Personal Tax

Providing more than just a return

We believe there’s more value in providing ongoing strategies for holding onto as many of your financial resources as possible, rather than just preparing your tax return. We offer a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives. Our tax-planning specialists will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

Our individual tax-planning services include:

  • Projections of your current tax liabilities and cash flow needs
  • Analysis of the tax aspects of your investments
  • Personal finance planning
  • Family income-splitting
  • Planning for retirement, including plan distributions
  • Estate planning and gifting strategies