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Individuals

Individual Services Overview

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Individual Tax Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Individual Tax Planning

Tax planning for individuals is a proactive strategy to legally reduce your tax bill. Instead of just preparing your tax return at the end of the year, it's about making smart financial decisions all year long. A professional will look at your income, expenses, and investments to find ways to lower what you owe. The goal is to ensure you keep more of your hard-earned money and improve your long-term financial health.

Individual Estate & Trust Tax Preparation

Effective estate and gift 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 business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Why Choose Us

With over 30 years of experience in the tax and accounting industry, we bring deep, hard-earned expertise to every client relationship. We are passionate about building long-lasting partnerships and are committed to using our knowledge to provide the highest level of support when navigating taxation, accounting, and representation issues.

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Harold Newman