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Individual Tax Planning and Preparation

individual tax planning

James Castaldo CPA & Associates has many years of experience assisting individuals and families in managing their personal wealth through estate tax planning and precise income tax preparation. We deliver powerful tax planning strategies to limit tax obligations for the beneficiaries of estates and trusts as well as high net worth individuals. Our foresight helps clients minimize state and federal taxes to prepare for retirement and protect their wealth for the next generation.

When you become our client, we'll carefully analyze your financial situation and develop a longterm plan to maximize your income, safeguard your wealth, and help you reach your financial goals. We'll ensure that gift taxes are properly considered as part of your overall tax plan, file gift and estate tax returns with complete accuracy, and provide cash flow reports and budgeting. You can also count on us to monitor changing tax legislation in order to identify new opportunities that will legally and effectively reduce your taxes.

Find out how a CPA firm with a talent for estate and trust tax planning and a clear vision for your financial future can make a real difference in your personal wealth. Call us now at 631-302-1945 or request your free consultation online.

Tax returns and services for individuals include: