IndividualTax

GAININGPEACE OF MIND

You work hard for many reasons. Family. Success. Passion. And you deserve to reap every benefit that comes from working hard. Especially when that could mean more money in your pocket. But are you? Are you making the most of the tax and financial strategies available to you? You simply don’t have time to track tax law changes and calculate your tax liability. It’s another job you don’t need. So let us.

We get to know you. We ask about your life. Your goals. We create effective strategies. We make your success, our priority. We answer your questions. We run projections, evaluate your tax exposure, and keep you on track to hit your goals. That’s not all. We give you time. Time with family. Time to focus on your business. Time to do what you enjoy.

Let's talk Claude Titche

GOING BEYOND BASICSOUR INDIVIDUAL TAX SERVICES

  • Federal, State & Local Tax Return Preparation
  • Tax Compliance
  • Tax Projections
  • Income, Investment, Gift & Trust Consulting
  • Financial Review & Analysis
  • Estate Planning
  • IRS Representation
  • Tax Minimization Strategies, Planning & Analysis

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