Tax & Accounting
Individual income tax preparation, with a connection to your longer-term financial picture.
Income Tax Guide & Organizer PDF ↓Our tax team primarily works with individuals and families on income tax preparation. We get to know your circumstances and bring a personal approach to the preparation of your return.
When your questions extend beyond the current tax year, our tax planners can consult with our financial planners to consider the retirement picture.
Looking beyond this year
Preparing a return and planning for retirement are connected, but they address different needs. Longer-range planning considers how decisions today may affect taxes while you build retirement assets and when you take distributions in retirement.
Our tax planners consult with our financial planners on this work. Financial advisors use proprietary RPS software extensively, with the tax team using it to a lesser extent to support that collaboration.
Learn About RPSUse our contact form to request a conversation with the team.
