Individual Tax Services

Individual Tax Services2017-05-10T14:23:26-04:00

Individual Tax ServicesThe Individual Tax Services Division features a highly trained team of CPAs and other seasoned professionals with expertise in meeting the individual needs of our clients in personal tax compliance and planning. This group also monitors our estates, trusts and fiduciary clients.

In addition to providing a full range of personal income tax services, the Individual Tax Services Division of 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

And we wrap it all up with reasonable fees.