Personal Services

Our Firm offers a wide range of services to our individual clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for our clients, as well as trusts, estates, and business entities.

In addition to traditional personal tax returns, we are experienced in the preparation of estate and trust tax returns. Our tax professionals will review the underlying legal documents and work with the other members of your financial team to help you comply with the complex rules in this area.

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall financial strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your assets. We can guide you through the complex process of getting your financial affairs in order.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Debt management and the evaluation of financing options are issues that an experienced professional deals with on a regular basis. Let us use our experience to assist you in securing financing for your personal needs or consolidating your current debt to a more manageable level.

  • Personal Financial Planning
  • Retirement Planning
  • College Education Funding
  • Annuity Contracts
  • Investments
  • Long-Term Care Insurance
  • Disability Insurance
  • Life Insurance
  • Liability Insurance