Solutions For IndividualsMuch of the emphasis of our Individual Services revolves around developing strategies to minimize federal, state and local income and estate taxes to the lowest level possible. Simply put, we believe there is a lot more to income taxes than simply preparing a tax return. We start planning and managing your income tax burden long before year end by providing a personalized income tax projection to estimate anticipated tax liabilities. We carefully consider how the complex tax laws may offer personal benefits in each unique situation. As your advocate, you can also take comfort knowing that, should the need arise, we have extensive experience in representing clients before the Internal Revenue Service as well as state and local tax authorities. We can also provide valuable assistance when the time comes to transition into retirement. We can evaluate your current financial situation, determine your needs and resources, and offer tax efficient solutions to spend down your resources. We view estate tax planning as a life-long process. We work together with your other trusted advisors to devise tax-saving estate and gift tax plans that will meet your objectives and help to preserve and transfer the wealth that you have worked so hard to accumulate. When the time comes to implement your plan, our experienced certified public accountants can help to administer the estate and prepare the necessary tax and court filings. A comprehensive list of our Individual Services follows: Individual Services
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