Individual Tax Planning

Our Ludlow Enrolled Agent has many years of experience providing tax planning and income tax preparation to the beneficiaries of estates and trusts as well as high net worth individuals. We offer a full range of tax services for individuals and families who need guidance planning their financial future and managing personal wealth. We take a proactive approach to tax planning to help our clients minimize their current and future taxes.

We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy.

Individual tax planning services include:

• Preparation of all tax returns – individual, gift, estate, trust
• Analysis of your current and future tax situation
• Ongoing tax planning for estate, trust and beneficiaries
• Audit representation
• Investment tracking for tax purposes and capital gains/losses
• Planning for gift and estate taxes
• Philanthropic planning

Request a free consultation or call us at (845) 406-3656 today to discuss your tax planning and preparation needs with a trusted financial advisor.