Taxes for Individuals


Our individual tax preparation services are designed to analyze your entire financial picture so we can thoughtfully assess your situation. After discussing your goals and objectives, we are then able to craft a strategy to proactively identify potential opportunities and offer innovative solutions in order to minimize current and future tax liabilities. At SFO, we want to be the partner who can help you get to the next level.

Individual Tax Services Include:

  • Income Tax Planning and Preparation
  • Estate Tax Planning and Preparation
  • Gift and Charitable Tax Planning
  • Retirement Planning
  • Federal, State, and Local Audit Defense