Individual Client

One of the most exciting and interesting aspects of our work is that no two clients’ needs are ever exactly the same. We’ll work with you to form a plan tailored to your individual
requirements, one that gives you confidence about all aspects of your financial life. Once your plan is in place, we’ll continue to partner with you through implementation and follow up.
Here are just a few examples of the services we offer:

  • Income tax planning
  • Income tax compliance
  • High-net worth planning
  • Comprehensive long range planning
  • Executive compensation
  • Multi state income tax compliance and analysis