Individual & Family

Services for Individuals and Families

McMill CPAs & Advisors works with business owners and other high-net worth individuals and their families to provide personalized advice and services designed to help minimize taxes and meet financial goals.

Our CPAs and tax professionals provide individual tax services,  retirement, succession and estate planning advice and solutions.


We Are Wealth Managers Not Just Investment Advisors

McMill CPAs & Advisors specialize in financial planning.  This includes budgeting, taxes, insurance, mortgages, trusts, wills, etc.

If all you are looking for is someone to handle your investing you just want an investment advisor, but if you want an advisor that can help you with your complete financial picture you are looking for a wealth manager.

 

Wealth Management

Tax Services for Individuals

Our services go beyond tax return preparation to encompass forward-looking, strategic planning designed to help you comply with changing tax laws and take advantage of tax strategies that will help you minimize the amount you pay in taxes, now and in the future. Our tax services for individuals and their families include:

  • Income Tax Planning
  • Income Tax Compliance
  • Preparation of Individual Tax Returns
  • Estate Tax and Succession Planning

Retirement Tax Planning for Individuals

We can help you make the most of your retirement planning by helping you implement tax-efficient strategies designed to help you reach your goals. Our services include:

  • Tax-Efficient Investment Strategies
  • Portfolio Diversification and Risk Management
  • Cash Flow Projections for Retirement

Estate and Succession Planning

We provide tax planning strategies designed to help clients pass more of their wealth to future generations, and to make that process as streamlined and as tax efficient as possible. We also help our clients realize their lifetime and legacy charitable giving goals, looking at their overall tax, financial, and estate goals.

  • Succession Planning/Wealth Transfer Planning Strategies
  • Estate Planning
  • Review Existing Estate Planning Documents
  • Business Succession Strategies
  • Gifting Advice and Strategies
  • Asset Protection Planning

Choose McMill CPAs & Advisors to handle your personal tax and financial matters. The experienced, knowledgeable professionals at McMill CPAs & Advisors can help manage both your business and personal tax, accounting, and financial affairs.

No matter what stage of life you’re in, you’ll find a valuable financial resource in McMill CPAs & Advisors. We offer a number of wealth management and tax planning services for high net worth individuals and families.

Discover the personalized attention and sound advice from our team of financially knowledgeable professionals. Call us at 800-694-1160.