Individuals

In addition to our business clients, we have a significant number of individual clients with complex taxation issues.  Whether it is taxable investment accounts, employer stock options or real estate these client rely on us to provide clarity regarding their taxes.  Additionally, for many of these clients, their tax bill is the largest amount of money they spend each and every year.  As such, they engage us to reduce their yearly tax bill and ensure these complex issues are not given to chance.