Individual Service

 Achieve your financial goals while remaining compliant with tax laws. The Walls Group can help minimize tax impact on your finances and chart the best course toward growth with a focus on your unique circumstances. We also work closely with investment advisors, attorneys, and other professionals to ensure that your tax strategy enables you to care for your family well whether planning for your first home or for your legacy.

• Federal and state income tax preparation
• Estate, gift, and trust tax preparation
• Non-resident tax preparation
• Estate and individual tax planning
• Strategic consulting
• IRS and state tax issue advocacy and resolution
• Personal Financial Statement