Services for Individuals
At Carolyn Birmingham, CPA, LLC we go beyond tax preparation to help our clients prepare for the future. We offer individuals and families in the Saint Charles MO area with a variety of valuable tax planning services including succession, estate, trust, and retirement planning.
Saint Charles MO CPA firm Carolyn Birmingham, CPA, LLC has extensive experience helping families and individuals minimize their tax liability and can help you with all your tax planning and preparation needs. We take the time to explain the options carefully so that each of our clients has a clear picture of their financial standing.
Our many tax services for individuals and families include:
- Individual income tax return (1040)
- Income tax return for estates and trusts (1041)
- Sole proprietorship taxes
- Gift tax returns
Tax planning and consulting
- Strategic tax planning to minimize tax liability
- Cash flow management
- Financial planning and budgeting
- Insurance planning
- Retirement planning
- College savings plans
Want to discuss our individual tax services in more detail? Contact Carolyn Birmingham, CPA, LLC at 636-255-0466 to schedule your free initial consultation today.