Individual Tax Services


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We provide a full range of individual tax services, primarily to high income and high net worth individuals and their family members. We come to know our clients well and understand their financial and investment circumstances and goals. We approach this area of our practice using a team concept combined with one-on-one client responsibility to insure consistency, creativity, responsiveness and reliability. We are committed to personal service, efficiency and progressive thinking.

Our individual tax services focus on planning, compliance, and consulting. We work with our clients to analyze alternatives that may be present in contemplated transactions and to project tax liabilities on an ongoing basis. Compliance work includes preparation of federal and state tax returns (including nonresident states) and representation before federal and state taxing authorities during tax examinations. We work extensively with our clients to coordinate personal and business circumstances (handling tax attributes from pass-through entities). We communicate regularly with our clients’ attorneys, investment advisors, and others as appropriate, and we provide financial advice and retirement and estate planning when requested.

 

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Copyright © 2003 Wagner Noble & Company
Last modified: 01/19/08