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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

 

Plante Moran has served as auditors, tax advisors and more for FEV North America, Inc. ("FEV") for many years. The service level has been exemplary and the demonstrated expertise over a wide range of business topics has been impressive. While maintaining the requisite independence in judgment and action, Plante Moran has been a trusted partner in helping FEV find answers to its financial reporting, tax, and business issues. The entire staff at Plante Moran have excellent technical skills and, even more important, are focused on client service.

Richard Appleman, Executive Vice President and CFO
FEV North America Inc