Individual Tax Services

We stay up with tax law changes and take the hassle out of your tax return preparation.  Call or email when you have questions.  We are on your team!

Gollob Morgan Peddy's tax professionals provide efficient and thoughtful tax compliance services to our clients.  We can assist you with research, consultation and planning to help you maximize your strategic tax goals. Our personalized services to meet your tax needs are shown below.

Services

  • Income Tax Planning
  • Federal and State Tax preparation
  • Retirement Planning
  • Estate and Gift Tax planning

Individual Clients

  • Business owners and partners
  • Healthcare professionals
  • Educators
  • Oil and gas working interest and royalty owners
  • Estate and trust beneficiaries
  • Taxpayers with complex tax issues
  • High net worth individuals
  • Real estate investors