Services for Individuals

Finding independent, unbiased advice about your financial future can be challenging. Our experienced team is ready to help you develop strategies that match your individual financial goals now and into the future. Developing a comprehensive plan is essential to achieving financial success.

We offer a variety of services, including:

  • Tax services
    • Tax return preparation
    • Tax planning
    • Estate planning
    • Representation before taxing authorities
    • Retirement distribution planning
    • Tax-free exchanges
  • Personal financial statements
  • Litigation support services
    • Economic loss evaluation
    • Matrimonial disputes
    • Wrongful death
    • Expert testimony
  • Fraud services
  • Consulting services
    • Retirement planning
    • Estate, trust and gift planning

Client Center

- Individual Clients
- Business Clients
- Client Employee

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Our Blog

Email Notification Now Available for Tax Payments

July 26, 2017

The IRS has introduced an email feature that enables taxpayers to get notifications in their personal email accounts about their payments using IRS Direct Pay or the Electronic Federal Tax...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com