Individual Services

Individual Income Tax Returns

There’s a lot of good software in the market place today; we rely on software ourselves in our professional practice. The problem is, the software doesn’t think for you; it only does what you ask it to do. More importantly, it doesn’t develop a strategy for next year; it doesn’t do a very good job planning for you.

Many individuals find peace of mind having a professional prepare their individual income tax return. We are professionals, Certified Public Accountants, and we have decades of experience providing tax planning advice and preparing income tax returns.

Some of our clients have very complicated income tax returns, some do not. The advantages of having a professional prepare your tax return may be tax savings, improved accuracy, or just peace of mind.

We provide a third or fourth quarter tax planning service and tax liability estimate for every one of our individual tax clients. We can do the same for you.

Retirement Planning

Most individuals eventually get around to thinking about retirement. The decision about when to retire often hinges on when one can afford to retire. Whether you are in the process of developing a savings and investment plan for your eventual retirement or planning for your imminent retirement, we can help you assess your financial needs in retirement and your resources available to fund those needs. We can show you your options and guide you to an informed decision.

Estate Planning

Thomas A. Gaitens is a Certified Specialist in Estate Planning.

Estate and gift taxes are complicated. Estate planning strategies are equally complicated and sometimes difficult to implement.

We can describe the estate planning process to you in a language that is easily understood. We will assess your exposure to estate taxes, advise you regarding various estate planning strategies, work closely with your attorney and assist you in establishing and maintaining estate planning vehicles.