Personal income taxes could well be one of your largest annual costs. And because most of the financial decisions you make have an impact on your taxes, having a solid strategy is all the more important—after all, effective tax management is the cornerstone for managing your wealth.

We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.

For business owners and executives, we also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth.

Services we provide:

• Individual tax preparation, consulting, and planning
• Estate tax planning
• Retirement planning for individuals
• Representation before the IRS or other tax authorities during audits, examinations, or notices
• Tangible property tax preparation, consulting and planning
• Fixed asset and depreciation management and tracking
• Personal financial planning through Blue Planning Solutions

 

How we Help

Our tax and financial planning advice extends beyond simply submitting your taxes. We advise you on how the new tax legislation will affect your day-to-day actions so that you may prevent unpleasant tax shocks. Your personal tax adviser and personal financial adviser will guarantee that you are in compliance with federal and state tax regulations and that you are not missing out on possible credits and deductions.

Long-term financial goals, such as retirement, your children’s education, a new house, or passing money on to future generations, need preparation.
To assist your family in achieving more, consult with personal tax advisers and independent financial consultants.