INDIVIDUAL SERVICES

We offer comprehensive tax and financial advisory services to our clients.  In order to provide tax planning and advisory services we will insist on also preparing your tax return.  We invest in long term client relationships and have a diversified team that is matched to our clients based on both expertise and compatibility.

• Federal and State Income Tax Returns
• Foreign Reporting Compliance

• Tax Estimates
• Retirement
• Real Estate
• Equity Compensation
• Other Large Income Events
• Inheritance

• Retirement 
• Education Funding
• Marriage or Divorce
• Gifting and Charitable Giving