Individuals & Fiduciaries

We help individuals and families organize their financial records, prepare their tax returns and plan for life’s big events.

An individual’s finances can be fairly simple or quite complex – including setting up and managing records, minimizing taxes and risks, planning for major expenses, making investment class choices, planning for retirement and transitioning accumulated wealth to the next generation.

G & J Seiberlich offers both personal guidance and expert services that help individuals and their families understand and manage their financial affairs, including maximizing cash flows, minimizing tax liabilities and full compliance with a dynamic tax law environment.

• Tax Planning & Preparation
• Tax Compliance
• Financial & Retirement Planning
• IRS Representation
• Estate Planning
• Gifts & Trusts