Watkins Uiberall began by serving individual clients, and individuals have remained a core component of our client base. While tax compliance can be confusing and intimidating for many people,  we help our clients make sense of the tax code. We communicate with many of our individual clients throughout the year to anticipate and meet their tax planning needs.  We collaborate with investment advisors, attorneys and other professionals to evaluate the best tax planning strategies to meet the specific goals and needs of each of our individual tax clients. 

Our individual tax compliance services include:

  • Preparation of Federal and State income tax returns
  • Estate Planning
  • Gifting Strategies
  • Charitable Planning
  • Estimated Tax and Withholding Planning
  • Long-Term Tax Planning and Projections