Focused on You and Your Future

Successful individual tax planning and preparation requires careful and constant attention that takes into account an ever-changing tax code and regulatory environment. For over 25 years, we have helped business owners and other professionals in the medical, technology, engineering, and services industries navigate the tax system. Our team of experienced, disciplined CPAs takes an evidence-based approach to tax planning and tax return preparation to minimize your tax obligations and remain compliant.

Our Individual Tax Services Include:

  • Business investments
  • Business purchases
  • Divorce
  • Education funding
  • Estate settlement
  • Federal and state tax return preparation
  • Income tax projections
  • IRS and state controversy representation
  • Real estate purchases
  • Residency issues
  • Timing of income and deductions