Personal Services
Complete personal tax, accounting, and financial planning services
For many years, Ross-Stern & Associates has helped individuals and families manage their tax planning, accounting, and financial planning needs. From minimizing the impact of federal and state taxes, to maximizing your return on investments, to planning and financing educational, estate, and retirement needs, our tax and accounting specialists can help realize your goals.
We can help you understand the potential tax impact on investments, inheritance, along with life and career changes. While many individuals only think about income taxes during the March and April filing season, we can help with your tax planning before year-end and other times of the year. Getting an early start can reap many rewards.
Our Personal Services include:
- Federal and State Tax Return Preparation
- Tax returns for all 50 US states
- Final tax return for a decedent
- Tax Planning and Compliance
- Tax Problem Resolution
- IRS and State Tax Audit Representation
- Offer in Compromise
- Estate and Trust Planning
- Estate Administration
- Philanthropy
- Tax Accounting for Deceased Family Members
- Financial Planning and Consulting
- Personal Budgeting
- Family Financial Plans
- Retirement Planning
- Investment Planning and Accounting
- Wealth Management
- Education and College Financial Planning
- Charitable Donation and Philanthropy
- Lease vs. Purchase Planning
- Personal Accounting and Bill Paying
- Marriage and Divorce
- Elder Care | Fiduciary Services
Contact us or call 818.776.0399 to schedule a consultation to discuss how Ross-Stern & Associates can help you with our tailored personal tax, financial planning, or other needs.