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Individual Services

Traphagen Financial Group’s experienced professionals provide individual tax, assurance and advisory services. Our tax planning strategies help to minimize your tax liabilities and protect your assets at any stage of life.

Clients include:

  1. Entrepreneurs
  2. Executives
  3. Self-Employed Individuals
  4. Young Professionals
  5. Homeowners
  6. Senior Citizens

Services include:

Assurance:

  • Personal financial statements

Tax Services:

  • Individual tax preparation
  • Tax savings strategies
  • Estate planning
  • Personal tax planning
  • IRS representation
  • Litigation support services

Advisory Services:

  • College planning
  • Educational funding
  • FAFSA forms
  • Insurance protection
  • Mortgage analysis and placement
  • Wills
  • Elder care
  • Budgeting and forecasting
  • Startup consulting
  • New business structure
  • Retirement planning