Individual Tax

Did you recently come into money, retire with a pension, sell an investment property or security and need to know the tax implications? Whether you are considering selling an investment or have already done so, make an appointment with our team to help you determine the tax implications.  We are experienced with many different professions in varying industries to help provide the planning expertise you need. We perform tax planning for all aspects of business and taxation including, but not limited to;

  • 1031 Exchanges
  • Estate Taxes
  • Lottery recipients
  • Personal Income taxes
  • Sales of Real Estate (Personal & Investments)
  • Sales of Businesses
  • Sales of Securities
  • Sales of Businesses
  • Sales of Securities
  • Withholding requirements
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117 S. Bedford St.
Georgetown, DE 19947

Phone: 302-856-4141
Fax: 302-856-3994