Individual Services
Individual Services
When you need extra guidance on your financial records or tax preparation, then Raymond, Perri & De Seno of Tinton Falls is right for you. Each of our 3 partners has over 25 years of experience to give you personalized, individual help.
Our individual client services are on-going throughout the year, not just during tax season. Here is a listing of ways we can help:
- Tax planning and projections
- Tax compliance, preparation of federal, state and local income tax returns
- Review of employee benefits
- Review of retirement plans
- Review of college savings plans
- Estate planning in coordination with client team of attorney, insurance and investment advisers
- Preparation of gift tax returns
- Preparation of estate tax and inheritance tax returns
- Trust and estate administration and income tax return preparation
Make an appointment to meet our experts!
Call us at 732-842-3961
Our staff attends ongoing training!
Come to us to learn how to manage your personal or business finances easily and confidently today!