Individuals and Families
Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Who we serve
Individuals and Families
A return prepared properly, and someone to ask through the year
Most people only need two things from an accountant: the return done right, and the ability to ask a question in June without it turning into a project.
If your situation is more than a W-2 — rental income, self-employment, equity compensation, an inheritance, a business you are thinking about starting — the planning side is where the money actually is.
What we handle
Individual — EssentialThe annual return, with phone and email support in between.
Individual — FullAdds a second meeting in the year, plus accounting and payroll support.
Essentials — Individual ReturnThe core planning conversation about your return and the year around it.
Equity planningBuilding net worth, and what it looks like after tax.
Education savingsFunding education, and shifting income while you do it.
Estate planningPassing on what you have built, with the tax considered.