Tax Compliance & Consulting Services | Individual Tax
Proactive tax planning strategies can impact your bottom line.
At Ciuni & Panichi we offer a full range of tax and financial planning service to individuals and their families. Our team of tax specialists has the technical knowledge and expertise to provide top-quality tax and financial services to individual taxpayers and their related family members, business entities, trusts, and other related entities.
We strive to minimize your tax obligations and ensure compliance with the ever changing federal, state, and local tax laws. We are large enough to provide a very broad range of tax services to our clients, yet small enough to provide you with individualized attention.
Our emphasis on planning helps reduce tax obligations and helps clients to anticipate their cash flow needs. We incorporate your financial goals and objectives at the core of the planning process. We stress timely responses to client issues and inquiries.
Members of the tax department are continually monitoring recent and proposed legislation for its potential impact on our clients. We continue to be actively involved in industry organizations and in-touch with taxing organizations to stay on top of the current trends, issues, and opportunities.
Besides the preparation of personal income tax returns, we actively advise our clients in a broad range of tax and financial areas:
- Business planning and compliance
- Educational funding
- Retirement planning
- Estate planning
- Investment analysis
- Insurance analysis and planning
- Estate and trust tax planning and services
- Charitable planning
- Debt management / cash flow planning
- Income protection and asset preservation
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.