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Timely, accurate preparation of complex individual income tax returns is one of our specialties, including multiple-state reporting. We can respond to a broad variety of other needs for individuals and their families, as well. For families with children, we can help develop financial plans to provide for their education. For executives, we can assist in tax planning for incentive stock options and financial planning for retirement. We can also help clients set up personal accounting records using inexpensive programs like Quicken, and assist with retirement and estate planning. For retired persons, we can help in planning distributions from retirement plans and help in managing personal finances, including paying bills and accounting for personal transactions. We can give you some general guidelines relating to investment strategies in order to accomplish your financial objectives and manage risk. We can also refer you to professional investment advisors, since we can not recommend specific investments. We're here all year round to answer your questions, and we are qualified to represent you before the tax authorities in case your tax return is audited. The tax services that we provide are listed below.
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