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We do more than simply prepare your tax return. With a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives, our tax-planning specialists work closely with you to develop effective plans for the future.

We offer a broad range of individual tax-planning services, from projections of current tax liabilities and cash flow needs, analysis of your investments' tax implications, and personal financial planning to retirement planning and estate planning and gifting strategies.

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Tax reform: Uncovering opportunities

Image of road in front of White House
60 min watch
Tax Reform: What you need to know today

Will you and your business be affected by the Tax Cuts & Jobs Act? In a word, yes. Here’s what you need to know right now in order to prepare for the changes.

Kurt Piwko
Webinar January 11, 2018 60 min watch
International tax reform: A look at provisions affecting multinational businesses
Randall Janiczek
Webinar January 23, 2018 60 min watch Upcoming
Navigating tax reform: Critical insights for manufacturers
Bryan Welsh
Webinar January 25, 2018 60 minute watch Upcoming
Tax reform: What are the implications on M&A structuring?
Michael Monaghan
Webinar February 14, 2018 60 minute watch Upcoming

Personal Tax Thought Leadership

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Our clients say

I have worked with Lynne Huismann and other professionals at Plante Moran on my personal income taxes for several years. They have been excellent in their analysis and I have found them to be responsive and timely in their assistance. Excellent service and professionalism all the way!

Scott Cooper Partner, Fragomen Worldwide

Our Team

Our personal tax team is fully invested in helping you maximize your financial resources and meet your financial goals. Our approach focuses on your current tax situation as well as proactive tax planning opportunities — throughout the year. Our transparent and collaborative process ensures you fully understand your current tax situation. No last-minute surprises — our team is dedicated to helping you select the strategies that will bring you closer to your goals.