Individual Tax
Meeting the needs of each individual
Founder, Laurie McClain, believes that each individual’s financial world is different. Her firm does not believe in “one solution fits all.” She listens to your concerns, asks in-depth questions and takes the time to understand your particular needs and desires so that she can craft a plan that best helps you to achieve your goals, without making your life more complicated than it already is. Laurie believes that an annual tax return is merely the historical reporting of the events that took place the prior year. As such, it is her goal to affect those events so that her clients maximize their financial results, while minimizing their tax liabilities.
Services
When you work with McClain and Company, P.C., you receive the care and depth of knowledge of a trusted financial advisor well versed in:
- Tax Consulting & Planning
- Income Tax Preparation
- Personal Financial Statements
- Estate Tax Planning
- Financial Planning & Risk Management
- Budgeting
- Representation Before IRS & Other Agencies