Individual Tax Planning & Prep

Susan Helping With Taxes

Strategic Tax Planning for Your Future

Taxes are unavoidable—but the way you plan for them makes all the difference. Too often, individuals and businesses approach taxes reactively, leaving opportunities for savings and wealth growth on the table. At our firm, we believe in taking a proactive approach.

We work side by side with our clients to develop a personalized tax strategy that does more than simply meet compliance requirements. Our planning process looks at both your current tax position and your long-term financial goals, ensuring every decision supports your ability to maintain and grow your net worth..



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Federal and State
Tax Preparation

Specializing in multi-state and foreign disclosure
compliance. Individuals, Business Owners ,
and Sole Proprietors.

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Stock Option
Strategies

Tax implication of exercising stock options can be
complex and without proper planning you land
yourself with a hefty tax bill you didn’t expect.

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Ongoing Review of
Tax Law Changes

Our experts help you navigate the intricacies
of our every changing tax code to minimize
your tax liability.

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Tax
Planning

In this complex tax environment it is essential
for individual and businesses to manage their
tax concerns.

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Federal and State Examination
Representation and Assistance

Working with our team of experts will
minimize the stress in the examination
process.

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Retirement Projections

Working in conjunction with your financial advisor.

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Review Available Deductions,
Credits, and Incentives

Advising on opportunities available for credits and incentives each year.

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Resources and
Calculators

Tax forms for all 50 states and over 100+ calculators for
Home Financing, Personal Finance, Retirement Finance,
Savings Finance, Business Finance, and Tax Estimators.

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Meet the Experts

Our team members have spent a lot of time problem-solving for a variety of industries. Their expertise is unmatched and they are driven and excited about new challenges.

Anna Kross Headshot

Anna Kross

Tax Manager

Laura Rodriguez Headshot

Laura Rodriguez

Tax Manager

Susan Headshot 2

Susan Penno

Partner

Tim Griffith Headshot Full

Tim Griffith

Senior Tax Manager