As a business owner or an individual with means, you need to make sure you are giving your complex tax situation the attention it deserves.
Did you know that, through proper planning and strategy, you can reduce your tax burden and protect the wealth you have worked so hard to build? You do it for your business, so why not apply the same tactics to your personal situation, as well? You have worked hard to build your business or advance personally in your career, and you deserve a team that will work just as hard for your personal financial goals.
Your Rea team has the knowledge and depth to develop, implement and execute a comprehensive personalized tax plan to help you meet all of your tax and financial goals. Beyond tax compliance, you’ll receive value-added specialized tax advisory and planning services.
Personal Tax Services
- Tax preparation & planning
- Estate & gift planning strategies
- Trust design
- Succession planning for your business
- Other wealth transfer & protection strategies
Contact our Individual Tax Professionals
Rea’s tax services team brings together a group of experienced financial professionals who understand the tax needs of individuals. For more information on any of our individual tax services, contact our tax professionals or Lesley Mast, CPA, the head of our tax services team.