Individuals
Blackhawks Picasso - Richard J. Daley Center
Helping You Plan for a Better Tomorrow
We perform tax planning, preparation, and financial planning services for individuals. The needs of our clients range from straightforward returns to complex tax returns with exposure to multiple states. Whether your situation is preparing an income tax return for a young couple or planning for like-kind exchanges, we can meet your needs with our expertise.
Our services to individuals typically include:
Income Taxes
- Tax planning and strategy
- Immediate year tax issues
- Developing long term tax strategies
- Tax preparation-federal as well as all states
Financial Consulting
- Retirement planning
- Educational planning
- Analyzing investment strategy and performance
- Estate tax planning and analysis
Accounting
- Paying bills
- Reconciling bank accounts
- Updating accounting software
