Personal Finances
If your personal finance needs go beyond simply filing a Form 1040-EZ, you’ll find the expertise and guidance you need with our team that is customized to your specific needs. Whether your needs are straightforward or more complicated, you have access to:
- Tax planning
- Tax and financial consulting
- Tax preparation
- Annual returns for federal, state, multi-state and local filings
- IRS and state audit representation, including penalties and examinations
- Quarterly tax estimate computations
- Income tax projections
- Tax impact of future transactions
- Budgeting tools for cash flow projections
- Tax impact of all personal and business financial decisions
- Estate planning
- Education planning
- Retirement planning