Individual Tax

Tax planning strategies extend past April 15th.

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.

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