Individual Tax

Tax planning and compliance issues can get complicated quickly, making a big impact on your personal savings. At pivotal moments the right advice is essential and no matter what the state of the economy, it is important to create and follow financial management and tax planning strategies that focus on your needs today, making a clear path for the future, not just for April 15th.

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 businesses 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

• Innovative business thinking with a fresh perspective
• Attention to detail
• Commitment to accurate, quality and timely services
• Focused on helping each client succeed
• Nationally recognized experts who work personally with each client