Personal Services

A secure financial future for individuals and families.

Estate Planning

Working with trusted legal advisors, we help ensure the long-term maintenance of your legacy and the secure financial future of your family. We work with your unique requirements and circumstances to provide the best outcome in planned and unanticipated life events.

  • Living wills and trusts
  • Lifetime family wealth transfers
  • Family partnerships and other business relationships
  • Leaving money to charities
  • Preparation for estate and trust tax problems
  • Minimizing estate and trust tax costs

Personal Financial Planning

For a stable financial future you will need clearly defined goals and help to stay on track. Your personalized financial plan will help you understand your income and expenses, the amount you need to save, and how to invest to meet future financial goals.

 

  • Retirement
  • Family educational expenses  
  • Life goals
  • Savings and investment
  • Homeownership

    Personal IRS Representation

    In the event of a tax audit or any notice from the IRS we work to provide a satisfactory resolution. Our expert IRS representatives will help you to compile necessary information and communicate with the tax authorities on your behalf.

    • IRS letter or audit notice response
    • Preparing for and navigating an IRS audit
    • Filing back taxes and returns
    • IRS liens, levies, and seizures
    • IRS wage garnishment and establishment of payment plans
    • Bankruptcy
    • Innocent spouse relief

      Personal Tax Services

      Nearly every financial decision that you make has an impact on your taxes. Our experts work with your unique financial situation to plan for and prepare your taxes, establishing effective tax planning as a cornerstone of your personal wealth management for a secure future.

      • Estate tax, charitable giving, and philanthropy
      • Income tax preparation
      • Stock option planning

      Count Down For Tax Day

      April 15, 2022

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      Articles

      Explore practical information for personal and business accounting and taxes in our helpful knowledge base.