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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
28 minute read
Tax reform playbook: What you can do now and how to plan ahead
Wondering how the new tax reform legislation impacts your business? Do you have a clear idea of what you need to do, how, and by when? Our tax reform playbook can help.
Michael Monaghan
Whitepaper May 8, 2018 28 minute read
Unpacking Section 199A and the Qualified Business Income Deduction
Stephen Eckert
Webinar Tuesday, October 2, 2018; 2 - 3 p.m. 1 min read
Planning for international entity choice after tax reform
William W. Henson
Webinar Thursday, October 4, 2018; 2-3 p.m. EDT 60 min watch
Alert: Tax Cuts and Jobs Act guidance special report
Stephen Eckert
Article August 21, 2018 20 min read

Personal Tax Thought Leadership

  • Have you outgrown your tax preparer?
    The distinction between tax preparer and tax advisor is an important one. Do you know the difference? To take a proactive approach to financial planning and wealth management, you should ask yourself these questions.
    Karen Cady Wealth Management
    Article October 12, 2018 1 min read
    People talking
  • Why planners should reconsider REITs for HNW clients
    Real estate investment trusts have historically provided a meaningful level of current income but in a relatively tax-inefficient manner. The Tax Cuts and Jobs Act contains new tax breaks for certain REITs that may make them more attractive to investors. Read more at FinancialPlanning.
    Brian Schultz
    Article August 20, 2018 2 minute read
    Image of a man looking out of large office windows, onto a misty city morning.
  • Five money-saving tips for tax season (plus two bonus tips)
    These five common deductions are easily overlooked but could save you money on your federal tax return this year. Read more at Kiplinger.
    Karen Cady Wealth Management
    Article April 9, 2018 4 min read
    Child with piggy bank
  • Is your CPA protecting your tax data?
    You may be diligent about protecting personal financial information, but is your tax advisor? Ask these questions to ensure your CPA firm is using best practices to safeguard your data. Read more at Crain’s Detroit Business.
    Raj Patel
    Article March 16, 2018 5 min read
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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.