SERVICES TO INDIVIDUALS

Whether you’re a business owner or high-net worth individual, your personal tax strategy and wealth management can dramatically impact your future goals. Our experienced team of advisors ensures that you reach those goals while maximizing your tax position and offering peace of mind.

Income Tax Services

• Federal income tax preparation
• State and local income tax preparation
• Representation before Federal and State taxing authorities
• Income tax consulting and planning

Personal Financial Planning

• Comprehensive personal financial planning
• Estate and gift planning
• Education funding
• Investment analysis, advisory and planning
• Insurance review
• Retirement planning
• Budgeting and forecasting
• Cash flow management
• Charitable giving

Other Services

• Family office and wealth management
• Bill payment and recordkeeping
• Investment oversight and monitoring
• Risk management and asset protection
• Marital dissolution planning
• Personal financial statement preparation
• Loan analysis and negotiation assistance