Individual Tax Planning
At Gatlin Rago CPA Group, we leverage our years of experience in managing tax obligations for businesses owners, entrepreneurs, and other high net worth individuals to save you real money on your taxes. When you work with us, we proactively reduce your tax obligations and strive to build a long-term and trusted relationship. We'll keep in contact with you throughout the year to manage liabilities and guide you through financial decisions that could incur tax consequences.
Our Orland Park CPA firm helps individuals at every stage of life to minimize taxes and preserve assets. We'll analyze your full financial picture and design a personalized tax plan to preserve your income, minimize your tax burden, and eliminate surprises at tax time. We'll prepare your tax returns in line with all current state and federal tax regulations to be sure you never miss an appropriate deduction. As a trusted tax advisor, we ensure all of our clients avoid attention from the IRS while paying the lowest amount of tax legally required by current guidelines.
Start planning your tax strategy today by calling 708-487-1501 now or request your consultation online and we'll contact you to discuss how we can legally and effectively reduce your taxes.
Individual tax services include:
- Income tax planning and compliance
- Quarterly estimated tax planning to avoid penalties
- Tax-efficient investment planning
- Stock option planning for executives
- Trust and estate planning
- Preparation of all tax returns – individual, gift, estate, trust
- Ongoing tax planning for estate, trust and beneficiaries
- Cash flow reports and budgets
- Audit representation