Individual & Family

Providing services to individuals, families, and closely-held businesses for more than 20 years. Clients can range from a single mom to a complex family structure; a trades person to senior executive with executive compensation plans and options.

Planning and strategy is important to financial health of an individual or family environment.

Strategies can:

• Increase wealth through wealth planning
• Defer or minimize taxes
• Retirement strategies
• Protection of wealth
• Plan the transfer of wealth
• Maximize personal & business strategies

Various services supporting those strategies:

• Advisory services
• Stock option planning
• Personal & business planning integration
• Personal tax returns (including U.S. non-residents)
• Family partnerships
• Gift tax returns
• Estate tax returns
• Trust returns
• Multi-state reporting
• IRS representation
• State & local representation

The Practice Privacy Policy

Client privacy is very important. For our clients please see the privacy policy in order for you to understand how we collect, use, communicate, disclose, and make use of personal information.

View the Practice Privacy Policy Here >>