Personal tax and financial planning can encompasses an array of issues for financially successful individuals and families. At Redwitz, we provide sophisticated yet practical personal tax and financial planning advice.

Our services include:

  • State and federal filings
  • Multi-state filings
  • Gift planning and tax returns
  • Estate and trust tax planning
  • Educational planning
  • Retirement planning
  • Tax agency representation
  • Foreign Assets and Bank Account Reporting