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Individuals

We take pride in our ability to assist individuals and families in achieving their financial objectives. We understand that you are looking for someone you can trust to make sense of your financial situation, address your concerns, give guidance and offer a plan.  At Minar Northey, that is exactly what we do.

Below is an example list of services that we provide:

  • State and Federal income tax preparation for
    • Individuals
    • Trusts and Estates
    • Gifts
  • Tax planning and consulting
  • Estate planning
  • Personal financial statements
  • IRS representation
  • Investment and cash flow analysis