Individual Tax

FD recognizes that as life progresses, your tax needs evolve. We work with our clients to develop plans tailored to each personal situation.

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Services We Provide

Tax Planning for Every Stage of Life

Individual Tax Planning & Compliance

We Can Help You Today and Plan for Tomorrow

Since 1981, the CPAs and financial professionals at FD have provided thousands of clients with expert tax and financial solutions.
Our team helps minimize your tax liabilities while keeping you in compliance with ever-changing tax laws. We customize your plan as situations change and leverage a broad team of experts for your personal tax needs.

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Personal & Family Tax Strategy

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

Accounting

Bookkeeping and bill payment
Family corporation, partnership and trust accounting
Personal financial statement preparation

Financial Planning

Personal & High-Net-Worth Planning

FD has assembled experts in accounting, charitable giving, debt management, education planning, estate and trusts, executive compensation, financial planning, investments, law, retirement and elder care planning, risk management and insurance, and income tax planning and compliance. And, if you have extensive needs related to wealth management strategy, our sister company, Signature FD, can help with comprehensive investment and wealth management.

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