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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’s unique philosophy and culture attract talented staff who stay at the firm for a very long time because they understand how rare the work environment really is. For us, we’ve had the same account team for four years, which I believe to be extraordinary in an age where people change jobs so often. Having the same team for so long, Plante Moran has gotten to know our challenges over time, understand what difficulties we might face in the future and then help us solve them. They are a significant partner in our business.”

Bill Martin, CFO
Spangler Candy