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