Individual & Family

Services for Individuals and Families

McMill CPAs & Advisors works with business owners, entrepreneurs, 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, personal CFO and family office services, retirement planning, and offer charitable and estate planning advice and solutions.

We Are Wealth Managers Not Just Investment Advisors

McMill CPAs & Advisors specialize in financial planning, which includes investing, but also incorporates 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.

We can offer you extensive financial planning. We are full-time professionals with specialized education and years of experience in investing and solving various financial issues.

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 can 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
  • International Tax Advice and Consultation
  • Quarterly Estimated Tax Planning
  • Tax-Efficiency Planning for Personal Investments
  • Employee Benefits Planning
  • Trust and Estate Tax 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
  • Investment Reporting and Financial Forecasting

Estate Planning and Philanthropy

We provide estate and gift 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 to make lasting philanthropic impacts.

  • Succession Planning/Wealth Transfer Planning Strategies
  • Estate Planning
  • Review Existing Estate Planning Documents
  • Business Succession Strategies
  • Charitable Gifting Strategies
  • Lifetime and Annual Gifting Advice and Strategies
  • Asset Protection Planning
  • Administration of Private Foundations and Other Charitable Entities
  • Estate Tax Planning
  • Estate Administration and Compliance

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.