Services provided to Individual clients include:
- Federal and State Income Tax Preparation
- Income Tax Planning
- Estate Planning
- IRS and state agency representation
- Budgeting, planning for college
- Comprehensive Financial Planning – we work with your Financial Advisors, Insurance Agents and Attorneys to help create and maintain a comprehensive financial plan to reach your goals. If you don’t have one of these advisors, we can refer you to one we trust.
- Personal bill paying