Individual Tax Services
We take the time to get to know you so that we can develop and implement a strategy that will build long-term value for your family and future generations. Efficient and thorough compliance and planning services are an integral part of designing and executing a successful wealth preservation strategy. With Siegfried & Luke, Inc., you can expect our certified public accountants will know your unique tax situation and will always be readily available to answer any questions you might have.
Siegfried & Luke CPA provides the following services for private individuals:
- Tax Compliance
- We prepare complex individual federal and state income tax returns, quarterly estimated tax calculations and year-end tax projections.
- Tax Planning
- Tax laws are complex and continuously changing, so we constantly research and remain aware of emerging tax changes to keep you informed of their potential impact in a timely manner.
- Tax Consulting
- Your specific goals are central to our consultation. We will help you identify and utilize federal and state credits.
- Tax Representation before the IRS, state and local taxing authorities
- If you receive a tax notice or audit from the IRS, we will manage the communication and submission of any documents needed to resolve the matter.
- Retirement Planning
- We help you plan your finances, manage your assets and estimate your retirement benefits to help ensure a secure and comfortable retirement.