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Individuals & Families

Charting the course to financial security.

Today, the need for expert tax planning and preparation by an experienced CPA is more important than ever for individuals and families. Perhaps, you are just starting your career, or transitioning to a new job. You and your family may be building a nest egg, saving for college or planning for retirement. The guidance from a trusted advisor becomes paramount in getting the most from your financial resources and charting the course to financial security.
Porte Brown helps clients think beyond just filing their 1040 forms. Our proactive approach will identify your needs and direct tax and wealth management strategies to help you meet your financial goals.
Our extensive individual planning and preparation practice takes a year-round approach. You are prepared before tax return deadlines and for more than just taxes. Porte Brown is proud of our "no extension" policy and on-time track record for filing 1040s.
 

Services include: Family of Four

Individual Tax Planning and Preparation

Estate Planning Including Gifting and Trust Work

Representation Before the IRS and Local Tax Authorities

Wealth Management Strategies: Retirement and Education Planning

Wealth Preservation Strategies: Long-Term Care, Disability and Life Insurance.

 

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Get in touch today and find out how we can help you meet your objectives.

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