Individual Tax Planning - 

Sensible tax planning focuses on general tax reduction, with the understanding that specific tax needs change as people enter different phases of life.  Accordingly, individual tax planning is an ongoing process that seeks to minimize the tax burden and otherwise maximize your financial goals. Tax planning can be an important aspect of many major life decisions involving your family, your retirement, and your legacy. Let us work with you to identify your goals and develop tax strategies to make those goals achievable.

Individual Tax Preparation - 

Tax preparation is more than meeting the IRS deadlines; it is a year-round process that involves an in-depth understanding of enacted tax legislation and how current changes will affect your individual federal and state tax returns. Our tax professionals have the knowledge and experience to accurately and efficiently prepare your return that is in sync with appropriate rules and regulations.