Individuals

TAX PLANNING AND PREPARATION
We will work with you by discussing specific transactions that have occurred or about to occur that are unique to your situation. We will analyze the tax affects and work side by side with you on reducing your tax liabilities, by taking advantage of every tax deduction or credit available.  We are licensed in the area of real estate. We understand brokerage transactions, charitable contributions, IRA or 401K withdrawals or contributions and much more. 

TRUSTS
We can assist you in setting up a living trust or other that will give you control while your living and transfer your assets to your beneficiaries upon death, without having to go through probate.  May also assist you in transfers of money between family members limiting gift tax issues and there is much more.

ESTATE PLANNING
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

FINANCIAL PLANNING
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you and assist you with your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

IRS PROBLEMS
No matter what the IRS issue or problem is, our office would love to assist you in clearing it up.  Don't hesitate to call us, we deal with the IRS daily and nothing is too great for us.