Individual TAX Services

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