Individuals and Trusts

Individuals and Trusts

Individual Tax Planning

Brady Ware assists entrepreneurs, business owners, and high-net worth individuals and their families with strategic tax planning and compliance. Ever-changing tax laws have become cumbersome to navigate alone. Our advisors will help you capitalize on opportunities to minimize your tax liability. You have put tremendous effort into growing and maintaining your wealth. Our goal is to help you manage, preserve, and transition your wealth, so you can enjoy life’s pursuits now and in the future.

We offer the following services to help you figure out where you want to go and how to get there:

 

Federal, State and Local Tax Compliance | Brady Ware

Federal, State and
Local Tax Compliance

Tax Consulting

Personal and Small Business
Tax and Advisory Services

Tax Compliance

Trust, Gift, and
Estate Tax Compliance

Tax Provisions

Family Wealth Planning

Charitable Gift Planning | Brady Ware

Charitable Gift
Planning

Transaction and Incentive Stock Option Advisory Services | Brady Ware

Transaction and Incentive
Stock Option Advisory Services

Real Estate Investment Tax Services | Brady Ware CPAs

Real Estate Investment
Tax Services

Contact one of our individual and trust advisors today!

We’d love to know more about your needs and how we can help.

 

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