Dean Dorton’s individual tax services
The members of our tax team are thoroughly trained in all aspects of tax that can affect your life throughout each year. Our extensive tax knowledge and personal attention give our clients the confidence that they are receiving the tax benefits they deserve. When it comes to tax saving options, retirement, and estate plans, Dean Dorton’s trusted tax advisors serve clients throughout their whole financial life.
Our tax services for individuals include:
Preparation of tax returns
Development of strategies to meet personal and family goals
Planning for gifting strategies
Retirement planning with tax-advantaged strategies
Assistance with tax projections and quarterly estimated tax payments
Planning for changes in tax law
Planning for transfer of wealth to future generations
Individual tax audit defense
Expatriate
Insights