The mission of our “services for individuals” is to counsel our clients in achieving their lfietime financial goals. We offer comprehensive services unique to the individual’s needs.
Taxes Made Simple
We provide affordable, reliable, and accurate tax return preparation services for our clients. More importantly, as your tax preparer, we can ensure that you are maximizing you tax planning and savings opportunities.
• Income Tax Planning & Return Preparation
• Quarterly Tax Planning and Tax Compliance/Audit Representation
• Estate and Gift Tax Planning and Return Preparation
• Asset Valuations
• Stock Option Analysis and Planning
Organize Your Finances
As your asset base expands, the record keeping demands become increasingly burdensome. We realize that every minute of your day is valuable and we can free you of your time commitment in the following areas:
- Bill paying and file maintenance
- General Ledger Maintenance
- Cash Flow Planning
- Qualified Small Business Stock Tracking
- Personal and Family Loans
- Gift Tracking & Monitoring
- Trust Accounting & Reporting
- Insurance Needs Evaluation
Build Your Net Worth
We provide clients with the services they require to build, implement and monitor an investment plan to meet their unique goals and personal objectives. We provide investment advisory services as a component to your existing investment plan or as a complete integrated solution.
- Establish an Investment Policy
- Selection of Investment Advisor
- Monitoring Investment Advisors
- Investment Accounting and Tracking
Manage Your Wealth
As your trusted advisor, we actively manage your Family’s economic resources. We provide clients with a variety of services to help ensure that your investment plan stays on track.
- Establishing or supporting a Family Office
- Supporting private and family foundations
- Supporting other family entities (e.g. Airplane, Boat, Employment Entities)
- Advanced Bookkeeping and Record Keeping Services.