A solid personal tax strategy is integral to achieving your financial goals.  Saga Taxes team of experienced professionals is committed to helping you explore tax-saving opportunities in order to successfully maximize your tax position and retain more of your hard-earned wealth.

Services that we provide to our individual clients include, but are not limited to:

  • Federal income tax preparation
  • State and local income tax preparation
  • Representation before federal and state taxing authorities
  • Income tax consulting, planning and structuring
  • Gift tax return preparation
  • Coordination with estate and gift planning advisers
  • Analysis of the tax aspects of your investments
  • Charitable giving strategies
  • Outsourced family office services
  • Personal financial statement preparation
  • Tax projections & cash forecasts
  • Compliance related to offshore investments
  • Multi-state taxation