Individual Tax Services

Tax – Individual & Family

Sousa & Weber’s individual and family tax practice helps clients achieve their goals through a wide range of services. Our experienced professionals advise clients on income, estate, trust, cash flow, retirement, personal insurance and charitable planning, in addition to preparation of tax compliance associated with family planning structures.

Our team’s technical proficiency helps you take advantage of tax savings and stay in compliance. We will inform you of new tax laws and their consequences and opportunities specific to your situation. We can assist you with any and all aspects of tax compliance, procedures, best practices and tax return preparation as well as provide representation before the IRS and other tax authorities.