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Individual Tax Compliance

Insight and strategies to guide you through the maze of tax laws and financial reporting requirements.

Talk to an expert

Phil Booth
Phil BoothPartner
Mike Pompilio
Mike PompilioPartner

Today’s complicated individual tax compliance and regulations are constantly changing and evolving. Moore Colson’s experienced tax advisors have helped our clients navigate the many tax regulations since 1981. We can help our clients achieve their financial goals, minimize tax liability, and keep them in compliance with all of the changing tax laws. 


  • Tax return preparation for individuals, trusts, estates and all family related non-operating entities
  • Sophisticated tax minimization strategies
  • Preparation of quarterly tax projections and estimated tax payments
  • Representation and management of tax audits
  • Tax research
  • Retirement planning
  • Cash-flow planning
  • Education funding
  • Life insurance analysis

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