Individual Tax Services
BTPS is focused on tax planning and compliance for individuals. Our tax team is thoroughly trained in all aspects of individual tax and attends intensive updates each year to stay abreast of changes in both federal and state laws.
Because we are always in the forefront, we are able to offer our clients the compliance and planning services designed to protect their assets while minimizing their tax burdens.
Our tax services for individuals include:
- Preparation of tax returns
- Development of strategies to meet personal and family goals
- Planning for gifting strategies
- Retirement planning with tax-advantaged strategies
- Assistance with annual tax projections and quarterly estimated tax payments
- Planning for changes in tax law
- Planning for transfer of wealth to future generations
- Individual tax audit defense
Count on BTPS to deliver the individual tax services you require.