Individual Services

Heinemann & Associates, PLLC provides estate and personal financial planning in addition to tax services.

• Individual Tax: Preparation of individual income tax returns.
• Estate and Trust Tax Reporting
• Tax Consulting: Working with you to respond and implement tax-advantageous actions.
• Personal Financial Planning: Exploring the options to achieve your personal goals.
• Estate Planning: Planning the transfer of assets effectively and efficiently.
• Wealth Protection: Developing strategies to protect your assets.
• Representation before taxing authorities