Tax Planning & Consulting Solutions For Individuals
Today’s constantly changing tax laws can significantly impact your finances. PDR’s tax professionals remain at the forefront of tax legislation and have extensive experience servicing individuals and their unique tax situations.
We know and appreciate how hard you work for your income. Life events, both expected and unexpected, can have a profound effect on your finances. Whether you need assistance in establishing a succession plan for your family business, planning for your retirement, estate and gift tax planning or maximizing charitable giving strategies we are here to help you save money in taxes.
Our goal is to provide you with personal service and technical advice to become an integral part of your long-term tax savings strategies.
PDR CPAs + Advisors Solutions for Individuals:
Tax Planning and Compliance
Individual income tax preparation
Income tax projections and strategic tax planning
Multi state tax preparation and planning
Alternative minimum tax (AMT) strategies
Estate and gift tax planning
Planning for estimated tax payments
Minimizing the net investment tax
Generation transfer tax planning
Affordable Care Act compliance
Consulting
Retirement planning
Succession planning
Investment tax planning
Charitable giving strategies, including private foundations
Stock option planning
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At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.