Individuals

INDIVIDUAL SERVICES

We understand that the world of finance and tax is complicated. That’s why Wolff & Taylor is here for you! Our expert staff offers trustworthy, dependable, and candid advice in plain language, helping you to select the best options for any financial situation. Personal finance and tax can be confusing and tedious to many people. We strive to give our clients peace of mind in knowing that they can rely on the Certified Public Accountants (CPAs) at Wolff & Taylor to help with all their personal financial and tax matters.

With over fifty years of experience, Wolff & Taylor provides exceptional accounting, tax, and financial advice to over 700 companies and 1500 families across the U.S. and several foreign countries. We continue to serve our individual clients as well as their families for generations. Life is busy; reduce your stress and reach your financial goals by entrusting your personal financial and tax affairs with Wolff & Taylor, PC. Our Certified Public Accountants (CPA’s) have the knowledge and experience to understand our client’s entire financial picture and; therefore, to plan comprehensively, connecting the dots among your various financial plans–retirement, estate, tax, insurance, etc.

Wolff & Taylor offers a variety of services customized to suit your individual finance and tax needs. At Wolff & Taylor, we guide our clients through a full range of tax planning and preparation decisions with strategies that keep you on track to achieve your financial goals, and keep money in your wallet. Our expertise, experience, and thorough research allow us to optimize financial opportunities to be found in existing, as well as recently altered, tax laws.

Tax Planning & Preparation


You are entitled to an increasing number of deductions and credits. Tax laws today are complicated, and they change each year. The average individual or business owner stands a better chance of accounting for and realizing all appropriate deductions and credits by hiring an AICPA accredited CPA firm such as Wolff & Taylor, P.C.

When facing major changes in your life, each has their own financial & tax implications, contact us for strategies and advice to protect your family and your finances.

Life events with financial & tax implications:

 

  • Getting Married
  • Preparing for College
  • Getting a Loan
  • Buying & Maintaining a Car
  • Estate Planning
  • Coping with Major Illness
  • Becoming a Parent
  • Developing a Financial Plan
  • Improving Your Credit
  • Buying Insurance
  • Planning for Retirement
  • Buying & Selling A Home
  • Making Charitable Contribution
  • Coping with the Death of a Loved One
  • Getting Divorced or Becoming Widowed
  • Elder Care

 

 

 

Financial and Retirement Planning


We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will account for tax implications for an advantageous after-tax return. The road to retirement is a long one, and we can help you to take the proper steps to reach your goals.

Tax Management Services


Our professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you can handle the payments, and the amounts of your current debts, our expertise may be able to save you money and potentially lower your payments.