Individual Services

Individual finances are just as critical as those a business has - and arguably more so. We work with individual clients on income tax compliance and planning annually and throughout the year, as needed. See our overview of service offerings below.

In addition to simply being important, working with one's personal information is clearly a very personal area that requires a professional with the highest level of confidentiality. You can be assured we will always adhere to the highest ethical standards.

We would love to talk to you about how we can help you and your family.

Business Man Analysis on Data Paper Using Calculator and Laptop on White Desk at the Office


We consider each of our client's wants and needs and offer a personalized approach to maximizing their situation. We work with a wide client base who range from business owners, investors, public company executives, and others.

  • Income Tax Preparation
  • Budget Preparation and Review
  • Quarterly / Annual Reviews
  • Tax Planning
  • Stock Basis Tracking
  • Property Basis Tracking
  • 1031 Exchanges
  • Coordination With Financial Advisors
  • Rental Property Financial Accounting
  • Income tax return preparation
  • Income tax planning and quarterly tax calculations
  • Representation during audits
  • Stock planning, including stock options and other equity income
  • Real estate / rental property planning / Section 1031 transactions