Our team of CPAs and professionals are well equipped to develop a plan for each individual client for personal tax planning. We are up to date on the shifting tax laws, as well as judicial and regulatory interpretations. We tailor a unique working relationship with each of our clients to provide the best advice possible. An essential aspect of our work is understanding our client’s goals and objectives, as well as any issues and concerns they may have. Combining our knowledge of these, and our personal income tax services, we can curate a combination of services that is specific to each client’s needs. Rotz & Stonesifer P.C. offers the following services:

 

  • Retirement planning
  • Gift tax return planning and preparation
  • Estate planning
  • Trust and estate tax return preparation
  • College planning
  • Debt restructuring
  • Wealth transfer
  • Personal budgeting
  • Real estate acquisition
  • Fiduciary Tax Services
  • Not-for-profit Tax Return Services