Individual

Individual Tax Filer

Reliability and Professionalism You Can Trust

TAX PREPARATION AND PLANNING

As life progresses, your tax situation often evolves.  Changing laws, growing and aging families, the addition of new incomes or liabilities and many other factors unique to your life can have a significant impact on your tax liability, your access to financial tools and the strategies you should employ to achieve your financial goals.

Leverage the knowledge and experience of our tax professionals. We take care to fully understand the tax implications of your life and your business. Whether simple or complex, you can trust our process to be thorough, timely, and efficient, with pleasing results.

Not only will your tax filing be easy and straightforward, we’ll make sure to maximize advantages available to you, while keeping liability to a minimum. Our advisors are available to answer questions, consult with you on any particular issue, or address any last minute details which might be relevant.

FINANCIAL PLANNING

Whether your goals are to send kids to college, prepare for retirement, start a new business or set up a trust, you need to understand every facet of the financial, tax and investment tools available to you in order to be successful.

Work with our experienced professionals to create a comprehensive and customized plan that covers your goals – whatever they may be.

IRS CORRESPONDENCE

Caldwell & Company puts IRS expertise to work for you. Trust us to handle communications on your behalf with the IRS. We will develop a strategy with you, then handle the process and produce outcomes that you will appreciate. Call and schedule an appointment to discuss how we can help you.
 

ESTATE PLANNING

As you undertake estate planning, we can advise you on federal and state laws that govern various elements, such as charitable giving and the establishment of a trust.