Individual Tax Planning and Preparation

Lynch, Malloy, Marini provides tax preparation and planning to a diverse group of individuals. These include folks from all walks of life and occupations and in various situations. We are knowledgeable in the tax code and related rulings and cases, and this translates into working hard, saving you the maximum amount possible in taxes, but also minimizes your risk of audit and compliance issues.

Of course the value of our tax services lies not just in the preparation, but also in the tax planning we provide on an ongoing basis with our clients. We routinely work with our clients and coordinate our work with their other financial advisors to ensure your goals are achieved, while at the same time helping you realize maximum value.

Our coordinated planning efforts have saved our clients significant dollars – not only on the income tax side, but also through coordinated investment planning, capital gain harvesting, minimized estate tax liability, retirement plan distribution coordination issues, and inter-generational tax planning, just to name a few.

Lynch, Malloy, Marini will bring real value to you as a tax preparer and advisor, and you can feel secure in knowing you have the best advice based upon the most current cases, thinking and research. Over the years, we will help you achieve your goals.