Personal Services

Minimizing Burden to Maximize Your Gains.

Managing your personal taxes and finances can be confusing and frustrating. At Bland, we work and strategize with you and your unique situation to minimize your individual tax burden, while helping you increase your personal net worth through sound planning and advice.

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Working with Bland Helps You With:

tax planning
tax compliance
financial planning

Our staff provides services specifically tailored to meet YOUR financial goals.

Planning
  • annual tax planning & projections
  • tax minimization strategies
  • tax-effective investments
  • charitable giving analysis
  • estate planning
  • tax-favorable compensation techniques

Compliance
  • federal, state, & local tax
  • return preparation
  • IRS representation & state
  • audit defense

Financial
Planning
  • compensation
  • retirement planning
  • diversification
  • education planning

 

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