Individual Tax Planning, Compliance & Preparation

We strive to go beyond the numbers when working with our clients and their tax returns. We work diligently and efficiently so that every possible tax savings opportunity is considered. We do so while keeping in mind our client’s overall goals and bigger picture.

With our dedicated and experienced tax team, we collaborate with you to design a beneficial tax strategy, which will minimize your current and future liabilities. We do this while maximizing your financial security and well-being.

Our relationship does not end with your filed tax return. We provide services year-round as your dedicated tax advisor and are always available to guide you through all tax planning opportunities.


We believe that tax planning is a crucial component of the entire tax process as it helps minimize our clients’ tax liabilities for current and future tax years.


Planning for minimizing income taxes

Analysis of new tax and regulatory law

Federal, state, and local income tax return preparation


Individual / family tax analysis & planning

State and Local Tax Planning

Estate & gift tax planning

Income Tax Projections