Individual Services

At Dakers & Hall, we enjoy working with a diverse group of Individual clients who are at various stages of their lives and their careers.  Whether you are starting your own business or enjoying your retirement, we take the time to get to know your personal financial circumstances and objectives.  We take a long-term approach to tax planning, collaborating with our clients to help them make sound financial decisions that support their financial and nonfinancial goals.

Some of the Ways We Can Help You:

  • Preparation of Federal and State tax returns for all types of taxes:  Income, Sales & Use, Estate & Gift, etc.
  • Estimated Tax Projections and Modeling
  • Cash Flow Projections and Budgeting
  • Capital Gains Transactions and Investment Planning
  • Retirement Planning
  • College Funding
  • Multigenerational Asset Transfers and Gift Taxes
  • Legacy Planning and Estate Taxes
  • Charitable Gift Planning

Find Out How Dakers & Hall Can Help You!