Individual Tax Preparation & Planning

A solid personal tax strategy is integral to achieving your financial goals. GJM Advisory's 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 money.

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

  • Federal, State & local income tax preparation

  • Income tax consulting, planning & structuring

  • Analysis of the tax aspects of your investments

  • Charitable giving strategies