INDIVIDUAL TAX

Who wants to pay more taxes? Typically, no one wants to pay more taxes. That’s why we do more than just complete your tax forms at the end of the year. In order to minimize your tax bite, we help you with tax planning. We stay up-to-date with all changes and developments in federal, state and local tax laws and advise you throughout the year. This ensures you’ll be in the best possible tax position when it’s time to file your tax return.

When necessary, our tax specialists handle relations with the Internal Revenue Service and other government agencies. And, of course, we prepare all required tax filings, including returns for all 50 states. 

Our individual tax services include:

• Tax planning and tax compliance

• Preparation of state and federal income tax returns

• Preparation of estate and gift tax returns 

• Post-mortem tax planning

• Representation before IRS for tax examinations

• Acting as a personal representative or trustee

• Assistance with qualified retirement plans and insurance planning



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Bruce M. Berger and Company, PA
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