Services / Individual & estate tax services
Individual & estate tax services
We make sure to understand your personal finance objectives so we can deliver tax advice that saves you money.
Overview
Making your personal goals a reality
“Maximize my income and reduce my tax obligations.” It’s a common refrain during tax season and for people seeking to understand and implement longer-term personal and family tax strategies.
Tax laws and regulations are complicated, making even the most straightforward return seem difficult. It’s up to us to ensure our clients are taking advantage of all applicable state and federal tax benefits and deductions to maximize their returns. Software is great, but an in-person review by an experienced tax professional can be invaluable.
More than just taxes
We do tax return preparation and filing, for individuals, families and sole-proprietorship businesses. We also help our clients set up education funds, plan for retirement and manage the transfer of family wealth through effective estate planning.
What we offer
Support that fits the work at hand.
Tax return preparation
Proprietorship tax planning
Retirement planning
Year-end tax planning
Family wealth transfer
Estate planning
IRS representation
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What can we do for you?
Talk with CR&Y about individual & estate tax services.