Individual Tax Preparation Services

Individual Tax Preparation Services

ARB’s individual tax preparation services go beyond the mere preparation of an income tax return. We support business owners, growing small businesses and executives with individual tax planning services and strategic advice to minimize income taxes. The tax professionals at ARB will work with you to craft a plan that minimizes tax liability at the federal, state and local level. We provide a thorough evaluation of your current tax situation and recommendations for the future.

Affluent families and individuals would be well served by our Private Client Service team. ARB’s individual tax services are not the right fit for everyone. We welcome a conversation to explore the possibility of working together, and we can provide referrals to others who might be better suited for your situation, if necessary.

For business owners, your company isn’t just about business, it’s about you and your family. As the owner of a closely held business, you need the ease of working with a single tax advisor who can address your business and personal tax needs with a holistic approach.

Our tax preparation services for individuals and families include:

Tax Planning and Preparation of Federal and State Returns
Identifying Opportunities
Estate Planning
Multi-State Tax Compliance Planning

Beyond the typical tax compliance services, we recommend practical tax planning solutions and monitor ongoing results.

From retirement funding to charitable planning to state residency considerations, we identify opportunities that align your personal goals and philosophies with tax saving strategies.

Work as a member of the team of attorneys, financial advisors, and others to develop and design plans to reduce estate and/or gift tax.

Navigate a myriad of state and local taxation matters from residency considerations to income-sourcing, in order to achieve state and local tax minimization.

How We’re Helping Our Clients

Tax Planning: You may not be thinking about your tax return in July, but we are. To minimize your overall tax burden, year-round tax planning is essential for high net worth families and business owners, in particular.

Qualified Business Income Deductions: For many business owners, the QBI (or Section 199A) Deduction can provide significant tax savings. We have the knowledge and expertise to maximize the deduction based on your individual circumstances.

Entity Structures: Should you do business as a sole proprietor, single member LLC, multi-member LLC, partnership, S corporation or C corporation? We assist our individual clients with choice of entity decisions that combine consideration of their goals and circumstances with tax savings opportunities.

Individual Tax Preparation Services Team Leaders

Daniel P. Doiron, CPA, CVA | Tax Principal

Individual Tax Services Practice Leader

Dan has been in public accounting since his college internship with ARB in 1986. He has been a Principal since 1996 and works extensively with all types of clients to solve their compliance and tax planning issues. Dan was the May 1987 State of Maine Gold Medalist for earning the highest scores on all four parts of the CPA Examination.