Individual Taxes
Individual Taxes
We understand how hard you work for your money. Our team of tax experts work with you year-round to educate you on ways to plan your taxes so that you keep more money in your pockets. We assess your individual tax situation to strategically maximize credits and tax incentives.
Whether you invest overseas or work overseas, our international tax experts will keep your international accounts tax compliant. We offer comprehensive tax planning which includes foreign tax credits, income tax treaties, foreign earned income exclusion, expatriation, residency elections, and dual-residency filing.
Our audit experts can help you traverse the complicated tax audit process and minimize any penalties you might pay. During an audit, you want expert help in your corner to explain the process and defend you. Our team of experienced professionals may attend in-person audit meetings with the IRS, accompany you to IRS interviews, prepare any documents requested during the audit, handle communications with the IRS, and appeal the results of your audit if you disagree with the findings.
Our experts will design an estate plan that suits your individual needs, regardless of your financial situation. We prepare a variety of documents including will, durable power of attorney, medical power of attorney, living will, designation of guardian, HIPAA release, revocable living trust, irrevocable trust, special needs trust, supported decision-making agreement, transfer of death deed, lady bird deed. Ask our team of experts today to customize documents tailored to your needs.
Avoid overpayment while maximizing your refunds. Let our team of experts educate you on state and local credits and tax incentives as well as specific individual state requirements and reciprocity agreements.
Haven’t filed taxes in several years? No matter the reason you got behind, we will take the stress out of getting caught up. Avoid penalties from back taxes or get your refund that’s owed to you. Let us take the pain out of procrastination and get you caught up today.
Our tax experts work with you year-round to consider the tax implications of individual, investment and business decisions, in order to minimize tax liability. Our specialists work throughout the year to build relationships with each client as they plan life events that impact their financial future. Our experts work with you to minimize your tax liability when purchasing property, planning for retirement, as well as minimizing gift, estate, income, and inheritance taxes.
Preparing for your future brings the promise of realizing the goals you worked so hard to reach. Start with a partner who knows how wealth planning works and who can guide your momentum so you can transition confidently into retirement. Our retirement planners assess a broad spectrum of your financial life that impacts your retirement, not just investments. We tap into a wealth of tools and resources, and review your assets and savings to help guide you toward your desired retirement. Our wealth management team works to maximize returns while mitigating risks.