Individual Tax Services
HSMC Orizon tax professionals know that a tax return is only part of your overall financial picture. And your life can quickly change with a new job, finding your dream home or figuring out how to send your child to ‘the dream school’. We take the time to learn what is happening in your life that could impact your tax obligations.
You can rely on an HSMC Orizon tax professional for individual services including:
- • Federal, state and local income tax compliance and planning
- • Multi-year tax projections
- • Representation before federal and state taxing authorities
- • Retirement planning and distributions from qualified plans and IRAs
- • Estate and gift tax planning
- • Charitable gift planning
John J. Roderique, CPA
Rosalie Newkirk, CPA, CFP®
Phil Richardson, CPA
