Individual
INDIVIDUAL FINANCIAL SERVICES
We strive to help you meet and succeed your financial goals, as well as protecting your personal assets and ensuring a secure future.
Contact our office to find out more information on how we can put our expertise to work for you.
Tax Preparation & Planning
We pride ourselves on staying aware of current tax codes and policies that allow us to prepare your tax returns in the most efficient and accurate manner possible. With our knowledge and experience, you can be sure that both your state and Federal returns get the attention you’d expect from your accounting firm. We can even review your returns from previous years to make sure you received every deduction possible, as well as plan for the current and subsequent years.
Financial Planning
Our aim is to understand your financial goals, then do everything we can to help you achieve them. We’ll objectively guide you down the path of financial growth and help you navigate your way through any financial difficulties that may occur along the way.
Estate and Trust
We stay current on all tax laws for Estates and Trusts, so we can ensure your legacy is passed to your beneficiaries efficiently and prudently.
Consultations
Visit us today and create a plan that is unique to you and your financial situation. It’s never too late to start! Come talk to us about plans for retirement, personal wealth growth, financial planning and anything and everything else related to your financial assets and taxes.
Free Application for Federal Student Aid (FAFSA)
Whether you prepare your own tax return or have us prepare it for you, we can assist you in completing you or your child’s FAFSA application. We can guide you as you do it yourself, or we can prepare and submit the whole application for you! We’ll make certain your FAFSA is filed correctly to ensure that you or your child receives the most financial aid available.