Individual Services

At Rooyakker & Sitz, a Gaylord Certified Public Accounting firm, we provides a wide variety of tax management and financial planning services tailored to meet the needs of our individual clients. Through continued training, we are committed to providing our clients with tax planning strategies to minimize your tax liability. Our services are designed to make the entire process easy for you.

We provide the following services:

  • All tax services -- individuals, multi-state, business, trust, estate and gift
  • Electronic tax filing
  • Strategic tax planning
  • Tax opinions
  • IRS problem resolution -- notices, examinations, offers in compromise, installment agreements, tax court litigation support
  • Budgeting and estimated tax planning
  • Litigation and divorce settlement support
  • Gift tax planning
  • Estate tax planning
  • Trust tax planning

To learn more about how we can assist you, call us at 866-429-5272.