Individuals / Trust & Estate

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


  • 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.