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.
Areas of Focus
Transitioning your business
Finding the right balance: Year-end tax planning for individualsWondering how the potential for changes in tax law could affect your personal year-end tax planning? Join our tax experts for this webinar as they point you in the right direction.
Personal Tax Thought Leadership
Investing amid change: Gain clarity with these six themesChange. It's the new normal, and it renders many a crystal ball hazy.
Alternative minimum tax: It takes a multiyear plan to manage effectivelyAMT is a “hidden” tax that affects many taxpayers. But fear not; opportunities to reduce its impact are available if done prior to year-end.
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!