Serving our Individual Clients
Wouch, Maloney & Co. is committed to providing the highest quality of financial planning and tax services to our individual clients. We care about and are responsive to our clients’ needs and we are sensitive to the problems and challenges they face as the tax code increases in complexity. Our services for individuals are both consulting and compliance focused. These services include:
- Tax Planning and Tax Return Preparation
- Financial Planning
- Buying and Selling a Business
- Business Succession Planning
- Education Planning
- Estate Planning
- Estate & Trust Tax Preparation
- Retirement Planning
- IRS, State and Local Representation
The above services are provided by highly trained staff with expertise in the area of taxation who are detailed oriented, but who do not lose sight of the larger goal which is to provide our clients with quality services to meet their many financial needs.
Our staff is highly skilled and through dedication and training, stays abreast of the frequent tax law changes. This enables us to identify planning opportunities to help minimize our clients’ tax liabilities.