Individual

Tax & Consulting Services

RJL offers comprehensive tax services to individuals and business owners.  Our focus is to develop long term tax planning strategies to minimize tax liabilities for individuals.  We offer our clients a personalized but collaborative approach coordinating activities with their other professional advisors.  RJL works closely with some of the area’s best estate planning attorneys, bankers, and investment advisors.

• Federal and State tax return preparation
• IRS representation and tax resolutions
• Income tax planning and consulting
• Charitable and philanthropic giving strategies
• Estate, gift, and trust tax return preparation
• Estate planning and trust consulting
• Family accounting and cash management