Individuals often have complex tax planning and compliance needs due to their diversified interests and investments.

You need a CPA firm to help you minimize your tax liability as well as identify tax saving opportunities and preserve your legacy.

We can provide creative, technical expertise in the following areas:

• Income tax planning and consulting
• Passive activity loss tax planning
• Alternative minimum tax planning
• Charitable contributions and philanthropic tax planning strategies
• Private foundations and/or donor advised funds
• Estate and gift tax planning and consulting
• Family trusts
• Rental real estate
• Sole proprietorships
• Multistate filings
• Domicile/residency considerations