Individuals

We assist individuals and families to minimize taxes through creative strategies and sound advice. Every situation allows opportunities for tax savings. We can provide you with a complete range of tax services and personal financial planning. This includes: Preparing personal income tax returns; generating rental income statements and statements of personal net worth; and, assisting in interactions with banks, mortgage companies, and other financial institutions. Combining these practices with the best tax minimization strategies ensures that you have peace of mind knowing that you’re utilizing all available tax breaks and opportunities effectively.

Individuals services we offer:

  • Bookkeeping services for self-employed individuals
  • Preparation of financial statements for self-employed individuals
  • Preparation of personal income taxes for employees and self-employed taxpayers
  • Tax efficiencies and tax planning
  • Accounting for investments
  • Integration of personal and corporate holdings
  • Family estate planning