Services for Individuals

Tax and wealth management services

Earn it, save it, make it work for you.

We admire your ability to create wealth by working hard and mastering your craft. We also understand how important it is to keep what you’ve worked so hard to earn. That’s why we’ve become experts at helping you minimize tax liability and safeguard your money.

Our extensive experience in tax planning and compliance helps you efficiently manage your tax situation.

We believe our job is much bigger than just filing your tax returns. Our purpose is to give you the freedom to focus your time on what’s most important to you.


INDIVIDUAL TAX SERVICES

Planning for success.

In an uncertain tax environment, planning is more complex than ever. We are here to mitigate uncertainty and to save you tax dollars.

And we’re with you every step of the way — not just at tax time. We guide our clients throughout the year, helping them navigate through tax law changes, ensuring that there are no surprises. Preparing complete and accurate returns is a top priority, and we have established a process to ensure quality of the highest level.

PLANNING
Estate and Gift Tax Planning
Year-End and Quarterly Tax Planning
Stock Option Planning
Income Tax Credit Consulting
COMPLIANCE
Individual Tax Return Preparation
Fiduciary Tax Return Preparation
Estate and Gift Tax Return Preparation
IRS and State Tax Exam Assistance

WEALTH MANAGEMENT SERVICES

Attaining financial freedom.

We are here to provide accounting, tax, and consulting services that lead to a smart, purposeful financial plan—and to financial freedom. Because we provide our clients with a streamlined, integrated experience, they experience less risk, lower cost, and more peace of mind.

As your trusted advisor, we work closely with financial planning experts to bring you varied and viable solutions. Your CFP and CPA are always on the same page: no uncertainty, no confusion.

Through our strategic partners, we offer proven expertise while maintaining an active role in the financial planning process. We have rigorously vetted our strategic partners so you can trust that they have the very best intentions.

Broker/Dealer and Outside RIA registered – Securities offered through Lion Street Financial, LLC (LSF), member FINRA and SIPC. Investment advisory services offered through Financial Planning Consultants, LLC (FPC), a Registered Investment Advisor. LSF and FPC are not affiliated.

Find out how PP&CO can help.