Individuals

Are you getting the most out of your taxes, or are your taxes getting the most out of you? The increasingly complex tax environment has made it essential to align your tax strategies with your business and personal needs.

From estate planning to college funds, business filing to personal income tax, the changes have huge implications. Our CPAs understand the ever-changing tax codes and how they impact to you. Since many of the rules are complex and some temporary, you need a qualified professional to help you devise the proper tax strategies.

At Pro-Fi 20/20, our services are proactive and customized – never cookie cutter– to your specific situation. We communicate with our clients year-round and provide strategic solutions to help minimize your tax burden.

Our solutions-oriented team is ready to help you with:
  • tax preparation
  • quarterly tax projections
  • IRS audit representation
  • strategic tax planning
  • estate gift and inheritance planning
  • day-to-day tax and financial issues counsel