Personal tax and financial planning encompasses complex issues for financially successful individuals and families. William P Brandt, CPA provides extensive personal tax and financial planning advice on your individual taxes, personal financial planning, retirement planning and mortgage services.
Whether you are an individual filing a simple 1040 or filing taxes in all 50 states, you’ll find the expertise you need right here. In most cases, we offer a complimentary initial consultation to assess your ability to save taxes through retroactive filing and better future structuring.
Our services include:
- Federal filings
- Multi-state filings
- Educational tax planning strategies
- Gift-tax returns
- Retirement implications
- Strategic tax planning
- Offer in Compromise
- Tax agency representation