Walnut Creek CPA - 925-884-8468

Individual Tax Services

individual tax services

At Timothy F. Brophy, CPA, a Pleasant Hill CPA firm, one of the most valuable services we offer our individual clients is comprehensive tax planning and advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.

Many individuals throughout Pleasant Hill and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.

Our services for individuals include:

  • Income tax preparation- individual, multi-state
  • Budgeting and financial projections
  • Tax planning
  • IRS problem resolution and audit assistance
  • Personal financial statements
  • Retirement and wealth accumulation planning
  • Succession planning
  • Estate planning
  • Trusts and gifts
  • Alternative minimum tax planning
  • College savings programs  

Contact Us for a FREE Initial Consultation

Send us an e-mail or call us today at 925-884-8468 and ask for Tim Brophy to discuss your business needs with an experienced Pleasant Hill CPA.

FreeConsultation

We offer a FREE Initial Consultation to business owners.