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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.

Article: Foreign Bank Account Reporting

If you have a financial interest in or signature authority over a foreign financial account, you may be required to file a report each year with the IRS. The FBAR report is required for bank accounts, brokerage accounts, mutual funds, trusts, or other types of foreign financial accounts with an aggregate value exceeding $10,000.

Article: Foreign Account Disclosures

IRS RAISES THE STAKES FOR U.S. TAXPAYERS WITH OFFSHORE ACCOUNTS This summer, the IRS reworked its offshore voluntary disclosure program, substantially raising the penalty for U.S. taxpayers who fail to disclose their overseas accounts before the IRS catches them.

Article: What the New Tax Law Means for Your 1040

The Tax Cuts and Jobs Act (TCJA) takes effect this year. The big question now is what are the big changes and how do they affect taxpayers with different situations?

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