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 or financial consultant 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:

• 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

Next step:

We constantly monitor tax law changes and will meet with our clients when the need arises to give you cutting edge direction. If you have questions about the services we offer or would like to request a proposal, please submit the form below. Someone from the Porte Brown team will be in contact with you as soon as possible. You can also call us directly at 847-956-1040.