I can take care of your personal financial needs with tax services and planning, estate planning, and family services. After working in the accounting industry my entire career, I have developed a thorough understanding of personal financial needs. Let me work with you to understand your financial assets and make sure that you have a tax planning strategy that works for you.
Services for Individuals:
- Preparation of tax returns
- Development of tax advantaged strategies to meet long-term family and personal goals
- Planning for estate and wealth transfer
- Development of gifting strategies
- Assistance with qualified and non qualified retirement plans
- Evaluation of tax impact of investments
- Planning for changes in income tax laws
- Assistance with tax projections and estimated tax payments
- Consultation on wealth building strategies
- Planning for retirement
- Assistance with trusts and family limited partnerships
