Individual & Fiduciary Taxation

Experience You Rely On. Advice You Can Count On.

Experience is key when tax planning for any individual. The tax practice at Waldron Rand successfully serves hundreds of individuals with unique needs. Our team is highly trained to recognize tax-saving techniques. We partner with you to understand the full scope of your needs and current tax position to develop a plan that minimizes your tax liability and protects your long-term wealth. Our comprehensive approach ensures that you will receive value-added tax advice.

• Our services include:
• Strategic tax planning
• Tax return preparation
• Retirement planning
• Stock option planning
• Resolution and representation before tax authorities
• Divorce taxation
• Estate and gift tax
• Trust taxation

To learn more about these services, please email us at individualtaxation@waldronrand.com.