Personal Services

Managing your personal taxes and finances can be confusing and frustrating. At Bland & Associates, P.C., we work and strategize with you and your unique situation to minimize your individual tax burden, while helping you to increase your personal net worth through sound planning and advice. Our staff provides services specifically tailored to meet YOUR financial goals, including:

• • Planning
  - annual tax planning and projections
  - tax minimization strategies
  - tax-effective investments
  - charitable giving analysis
  - estate planning
  - tax-favorable compensation techniques
• • Compliance
  - federal, state, and local tax return preparation
  - IRS representation and state audit defense
• • Personal Financial Planning*
  - investment review
  - compensation
  - insurance planning
  - retirement planning
  - diversification
  - budgeting
  - cash-flow analysis
  - education planning

* Coordinated in tandem with our network of advisors or in conjunction with your existing service providers.

For more information contact Troy McKinney, CPA.