Tax Planning and Preparation for Individuals

In providing our clients with an umbrella of comprehensive services, we offer tax preparation and planning services for individuals and small businesses. 

As a wealth management client, you can benefit from integrated services and a fee credit.  Investment advisory clients earn a 10% fee credit that can be used towards tax planning & preparation and personal financial planning.  This extends the benefits and value of our services and is our way of saying “thanks” for your trust in us.

Tax Reform: Changes for Individuals

Click the image above to watch the video.