Individuals

 

We provide timely, accurate tax consultation and return preparation whether you are looking for convenience in preparing a simple tax return or advice on sophisticated tax planning. We can prepare your federal and state tax returns accurately and provide timely suggestions on minimizing your taxes. We believe that comprehensive and timely tax planning is the key to lower taxes for individuals. By keeping current on new tax laws and legislation, we are in a position to identify essential tax planning opportunities that minimize both your current and future tax liabilities.

Our Tax and Financial Services for Individuals Include:

 

Personal Financial and Retirement Planning

Deferred Compensation Planning and Analysis

Tax Efficient Investment Strategies

Charitable Contribution Strategies

Mortgage Interest Deduction Strategies

Personal Financial Statement Strategies

© 2012 All rights reserved by Gary S Levine, CPA.