Personal

Tax considerations are behind nearly every major personal financial decision. The tax code can impact your investment choices, retirement planning strategies, estate planning considerations, and much more. To put it simply, taxes have a significant impact on your family’s financial situation today and into the future.

You can count on our team to take the time to listen and learn about your current financial goals and your long-term objectives. Rather than simply preparing your tax return, we advise you on strategies to manage your financial goals and increase your wealth.

We provide a complete range of services, including:

• Tax planning and compliance
• Tax controversy representation
• Personal financial planning
• Retirement planning
• Education funding guidance
• Preparation of personal financial statements
• Estate, gift, and trust strategies
• Philanthropic strategies
• Asset protection
• Estate administration

If you’re a business owner or executive, we can also provide guidance on interconnected corporate and personal tax matters.