Skip to Content

Personal Tax

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.

Up Next

Transitioning your business

Business transitions done right image
3 min read
Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read

Related Events

  • Finding the right balance: Year-end tax planning for individuals
    Wondering 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.
    Jerry Jonckheere Emerson Merkerson James Minutolo Kelsey Popkins
    Webinar December 07, 2017 60 min watch Upcoming
    Close-up photo of a woman

Personal Tax Thought Leadership

Up Next

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.