"A tough negotiator with extraordinary interpersonal skills, who finds solutions and opportunities to complex transactions where others cannot, based upon a principled approach that optimizes the value in each deal…to both parties."
Individual Services
Traphagen Financial Group provides individual tax, assurance, and advisory services to many individuals. Our experienced professionals provide individuals with sound tax advice and can identify tax planning strategies to minimize your tax liabilities and protect your assets.
Our experienced professionals will provide you with comprehensive analysis and tax planning for all individuals at various stages of life.
Clients in this sector include:
- Entrepreneurs
- Executives
- Self Employed
- Young Professionals
- Homeowners
- Senior Citizens
Individual Client Services include:
Assurance:
- Personal Financial Statements
Tax Services:
- Individual Tax Preparation
- Tax Savings Strategies
- Estate Planning
- Personal Tax Planning
- IRS Representation
- Litigation Support Services
Advisory Services:
- College Planning
- Educational Funding
- FAFSA forms
- Insurance Protection (Life, Disability, etc.)
- Mortgage Analysis and Placement
- Wills
- Elder Care
- Budgeting and Forecasting
- Startup Consulting
- New Business Structure
- Retirement Planning