Tax Planning for Individuals & Families

Charting the course to financial security.

Today, the need for expert tax planning and preparation by an experienced CPA is more important than ever for individuals and families. Perhaps, you are just starting your career, or transitioning to a new job. You and your family may be building a nest egg, saving for college or planning for retirement. The guidance from a trusted advisor or financial consultant becomes paramount in getting the most from your financial resources and charting the course to financial security.

Porte Brown helps clients think beyond just filing their 1040 forms. Our proactive approach will identify your needs and direct tax and wealth management strategies to help you meet your financial goals.

Our extensive individual planning and preparation practice takes a year-round approach. You are prepared before tax return deadlines and for more than just taxes. Porte Brown is proud of our "no extension" policy and on-time track record for filing 1040s.

Services include:

• Individual Tax Planning and Preparation
• Estate Planning Including Gifting and Trust Work
• Representation Before the IRS and Local Tax Authorities
• Wealth Management Strategies: Retirement and Education Planning
• Wealth Preservation Strategies: Long-Term Care, Disability and Life Insurance

The Importance of Tax Planning for Individuals & Families

At Porte Brown, we provide effective tax planning strategies for individuals and families that will empower you to make informed choices about your income, investments, and expenses. Our team of experts understands the intricacies of the tax system and available deductions, tax credits, and exemptions — helping you to reduce your tax burden. This extra money can be reinvested, used for savings, or allocated to meet essential family needs.

Tax planning for individuals and families encourages you to be proactive and organized in your financial affairs. It requires a close examination of income sources, investments, and expenditures, leading to a clearer understanding of your financial position. This process enables our team to identify potential tax-saving opportunities, allowing for better financial decision-making throughout the year.

Individual tax planning promotes long-term financial goals and retirement savings. By managing taxes efficiently, you can free up resources to contribute to retirement accounts, ensuring a secure financial future. 

Tax planning for families is especially important as it plays a pivotal role in estate planning. By devising effective estate tax strategies, you can ensure the smooth transfer of assets to your loved ones and reduce the tax burden on your beneficiaries. 

The bottom line is that tax planning is a crucial aspect of financial management for both individuals and those planning their family’s future. Turn to the professionals at Porte Brown and contact us to learn more about our individual tax planning services. 

Partner with Porte Brown Today

Porte Brown specializes in personalized tax planning for individuals and families, catering to the unique needs of each of our clients. Our experienced advisors take the time to understand your financial situation and objectives, crafting a customized plan to provide security and independence for you and your family. 

As a prominent tax planning firm, Porte Brown offers a comprehensive range of services, including retirement planning, investment planning, insurance, income protection, estate planning, and more. We use the latest tax planning software for individuals and families to ensure we provide intelligent solutions and excellent services. Partner with us today and start building your financial future.

Next step:

We constantly monitor tax law changes and will meet with our clients when the need arises to give you cutting edge direction. If you have questions about the services we offer or would like to request a proposal, please submit the form below. Someone from the Porte Brown team will be in contact with you as soon as possible. You can also call us directly at 847-956-1040.