Individual Tax Services

At Siegfried & Luke, Inc., we take the time to get to know our individual tax service clients. This allows us to 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. When you work 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.