Indivdual Tax

At RINA, tax compliance is just one feature of our individual income tax services. We believe a successful individual tax relationship is about helping your achieve your lifetime goals. That is why our specialists work with you on a comprehensive approach to ensure that your goals and objectives are met. We do this through keeping current on ever-changing tax laws, providing you with resources to make informed financial decisions and evaluating each client’s personal situation to identify tax strategies that will help you achieve your financial goals.

The following are a sample of individual tax services that we provide:

• Business succession planning
• Income tax planning and projections
• Charitable planning and giving
• Estate and wealth transfer planning, including assistance in establishing various entities to accomplish goals such as family limited partnerships, charitable remainder trusts and foundations
• Retirement planning
• Stock option planning and consulting

For more information about our services, contact

Ray Evans, Manager
revans@rina.com