Individuals

We founded our business on providing tax and financial planning services for individuals — some of modest means, some of immense wealth. But they are people first. And as they — and we — have grown over many years, we’ve never forgotten that customer satisfaction is the truest measure of an extraordinary relationship.

Our clients aren’t numbers. They are individuals with one-of-a-kind financial goals that we respect and work with them to achieve. So we coordinate our services — individual tax planning and preparation, gift and wealth planning, estate services, retirement planning — among our tax advisors and independent advisors and financial planners. All of them tailored to each individual’s needs and expectation. Expect us to take good care of you.

Our services can be tailored to your unique issues and stage of life:

  • Tax planning and projections
  • Succession planning
  • Retirement planning
  • Estate services
  • Gift planning
  • Business valuations
  • Education expense planning
  • Tax preparation for individuals, trusts, gifts and estates
  • Representation before tax authorities including the IRS
  • Personal financial statements
FPO

We’re here to help.

Contact Us