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Individual Tax

Tax and Financial Planning for Every State of Life

Our seasoned CPAs and tax professionals help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work with you to develop a customized tax plan that best suits your needs.

Tax Services Available:

  • Preparation of quarterly tax projections and estimated tax payments
  • Representation and management of tax audits
  • Sophisticated tax minimization strategies
  • Tax research
  • Tax return preparation for individuals, trusts, estates and all family-related, non-operating entities

Accounting Services Available:

  • Bookkeeping and bill paying services
  • Family corporation, partnership and trust accounting
  • Personal financial statement preparation

Personal Financial Planning

Lifelong financial planning requires grappling with complex issues and myriad choices. The right path forward depends on your short and long-term goals. Since 1981, the CPAs at Frazier & Deeter have provided thousands of clients with expert tax and financial solutions.

We have assembled a team of specialists with expertise in the areas of accounting, charitable giving, debt management, education planning, estate and trusts, executive compensation, financial planning, investments, law, retirement & elder care planning, risk management & insurance and income tax planning & compliance.

Need a wealth management strategy? Our sister company, Signature FD, can help with comprehensive investment and wealth management.

Insights:

build back better

House-Passed Tax Rate Changes But Still Includes New Taxes

The House passed the $1.75 trillion Build Back Better Act on November 19, 2021, and the legislation is now under Senate consideration. Known as H.R. 5376, the legislation is the second prong of President Biden’s social and economic policy program….

bank account reporting

Treasury Offers Facts v. Fiction Points On Reporting

Because of the controversy surrounding bank account reporting and the “widespread mischaracterization” of the plan, the Treasury Department has taken the unusual step of releasing a fact sheet in advance of bill passage.

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