Individual Services

Our tax services for individual clients include:

• Individual tax planning
• Tax return preparation
• Representation in tax audits
• Estate and gift tax planning
• Retirement planning

At Advisory Business Services we believe it’s not about just preparing a tax return. We are committed to providing you ongoing strategies for holding onto as many of your financial resources as possible.  Our goal is to minimize your tax liability and help you meet your personal financial objectives through continuous training, consulting and tax planning.We offer a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives. Our tax-planning specialists will work closely with you to develop an effective plan for reducing the amount of taxes you pay over time.

Our individual tax-planning services include:

• Projections of your tax liabilities and cash flow needs
• Analysis of the tax aspects of your investments
• Planning for retirement, including plan distributions
• Estate planning and gifted strategies
• Personal finance planning individual tax preparation

To learn more about how we can assist you, call us at 603-595-2071 and ask for Richard.