Tax Planning & Consultation for Individuals
Personal tax planning demands specialized solutions for individuals and families of significant net worth. At Conner Ash, tax planning and return preparation is a year-round focus, not a year-end frenzy. We consistently search for ways to minimize tax obligations and increase cash flow to maximize your return on investment.
We integrate income tax planning with estate and retirement planning to assure you and your family a secure future. Conner Ash is pleased to offer individuals a complimentary initial consultation to assess your ability to maximize tax apportionments and plan more efficiently for the future.
Our tax services for individuals include:
- Federal, state, and international filings
- Tax planning for estates and trusts
- Gift-tax returns
- IRS representation
- Education tax planning
- Retirement tax planning
- Strategic tax planning