Services For Individuals


We are tax accountanting professionals.

For individuals we provide:

* Tax planning and preparation, tax projections and analysis based on variable financial scenarios

* Estate planning, including tax guidance in estate administration if you have been name executor/executrix of an estate. We also prepare all series of forms for estates including forms 706, 709 and 1041.

* Personal financial planning, via our sister firm, Lifetime Strategies, LLC, a Registered Investment Advisor in Georgia