Individuals

All of our clients’ tax returns are reviewed and signed by Certified Public Accountants who stay up to date on ever-changing federal and state tax laws through continuous monitoring of proposed and enacted tax law changes, and annual continuing education. As your trusted advisors, we:

  • Provide personalized tax planning strategies that reflect your financial goals.

  • Calculate estimated taxes for self-employed individuals, small business owners, and others.

  • Prepare accurate tax returns that are filed on time.

  • Electronically file federal, state, school district, and applicable local income tax returns, with optional direct deposit of refunds.

  • Electronically file extensions when you need more time to gather your tax documents.

Common tax situations we help with:

  • Clients who own one or more businesses

  • Clients who own a company and receive an annual K-1

  • Clients who need to file tax returns in multiple states

  • Rental properties

  • Installment sales

  • Trust / estate tax returns

  • Sale of stocks, bonds, mutual funds

  • Tax-efficient investment strategies

  • Resolving tax compliance issues

  • Gift and estate tax issues including inheritances

Comprehensive Personal Financial Planning

Did you know that not all financial advisors are legally required to offer advice and investment recommendations that are in your best interests? That’s why we partner with the Certified Financial Planners (CFPs) at Pinnacle Advisors, our affiliated wealth management firm, to offer comprehensive personal financial planning. As fiduciaries, we are committed to focusing on what is best for our clients. We meet together with you and a CFP to help you achieve your financial goals including investments, retirement planning, and estate planning; and we provide tax planning for every financial decision you face. As your trusted advisors, we’ll be there to guide you every step of the way. Learn More

Interested in learning more? Call (419) 281-2811.