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INDIVIDUAL TAX PLANNING


Serving as trusted advisors, we take the initiative in offering proactive tax planning to our clients. A tax return prepared is merely the tangible evidence of a continuous tax planning process.


The benchmark for this practice is intimate knowledge of the tax laws and of our clients' personal and financial goals. 


Atchley & Associates, LLP seeks a continuing relationship with our individual and family clients, which allows us to improve the tax implications of all types of personal and business transactions.


  • Tax return preparation
  • Advance tax planning
  • Tax minimizations and deferral strategies
  • Representation before the IRS
  • Education funding for dependents
  • Charitable giving
  • Executive compensation
  • Estimated tax payment calculations
  • Timing of investment purchases and sales​