Services for Individuals

We have all heard that old adage.  Unfortunately, the two are intertwined, as estate taxes are among the most onerous of all taxes.  At McCarthy & Conlon, we can help you deal with the ever-changing federal and state tax laws by providing timely, professional income tax preparation and planning services at affordable prices.  We also work with a network of attorneys, financial and estate planners to make certain that your financial assets are protected not only for you, but also your loved ones and beneficiaries.

Our tax services for individuals include:

• Income tax preparation and planning
• Working with your investment advisor, we provide advice on the tax impact of investment decisions
• Working with your attorney and other advisors, we can help you take advantage of estate and gift tax exclusions, and plan your estate to minimize the taxes which ultimately reduce the amounts available for your heirs
• Assist in a variety of financial decisions such as how to save for college, should you convert a traditional IRA to a Roth IRA, how much to save for retirement, and many other similar questions

In short, we serve as part of your financial advisory team, working with your other chosen professionals to ensure that you achieve your financial goals and objectives, while paying the minimum amount of tax required by law.

Need a tax form?

• Federal Tax Forms
• New York State Tax Forms