Individual Services

We offer tax planning by making optimum use of all permissible allowances, deductions, concessions, exemptions, rebates, exclusions available under the statute to lower the amount of taxable income, gain more control of when taxes are paid, and reduce the rate of tax over the long-term. We strive to be PROACTIVE not reactive.

Preparation of your tax returns for submission to the applicable tax jurisdiction. 

Giving assistance in resolving IRS issues relating to any item of income, gain, loss or deduction arising from tax filings. 

Advising in gift tax strategies that will balance your wishes to be generous with estate planning necessities that will comply with current gift tax requirements.