Individual Tax Planning & Compliance

When it comes to individual tax compliance, our goal is to help clients discover ways to pay only their fair share of taxes, and to make the process as seamless as possible.  We can work with you directly, or with your team of financial advisors in a collaborative effort which optimized the unique perspectives of other financial experts in insurance, financial planning, estate planning and trusts & estates.

Services for Individual Tax Planning & Compliance Include:

  • Preparation of Individual and Trust Income Tax Returns
  • Preparation of Estate, Gift, and Generation-Skipping Tax Returns
  • IRS and State Tax Representation
  • Tax Research and Planning
  • Tax-Saving Strategies
  • Sales Tax Preparation and Audit Representation
  • State and Local Tax Consulting
  • Analysis of Tax Law Changes

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Make the process seamless.

A collaborative effort which optimizes the unique perspectives of other financial experts.


Tené Thomas


Bon vivant. Fashionista. Rock Star mom.

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.