INDIVIDUAL EXPERTISE 

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Individual tax compliance is key to your personal financial situation.  Our tax professionals can do so much more for your than just preparing your tax returns.  We offer the expertise of tax strategies to not only prepare your current tax return, but also to prepare for your future.  We can help plan your tax future and your goals to include maximizing your financial wealth, personal financial planning, estate planning and compliance.  As tax laws change and compliance regulations become stricter, it’s important to stay on top of your tax compliance. 

INDIVIDUALS

  • Individual Federal, State and Local Tax Returns

  • Foreign tax compliance (Form 5471, Form 5472, Form 8938, Form 8621, Foreign Bank Account Reports)

  • Personal Financial, Tax and Estate Planning 

  • Gift, Trust and Fiduciary tax returns

  • Forensic Accounting, Divorce Settlement Analysis