Individual


Life can be full of surprises. Unexpected events and changes often result in tax consequences. Windes can help you manage these changes and turn them into new possibilities. We can work with you to minimize your tax exposure and help you meet your tax and wealth accumulation goals.

We provide the following personalized services for individuals:

  • Alternative minimum tax planning
  • Annual income tax planning
  • Charitable giving and investment strategies
  • Estate, gift, and trust planning
  • Financial planning
  • Tax free exchanges

For more information, please contact:

Robert M. Corbin, CPA, MST, CGMA, CM&AA
James A. Cordova, CPA, MST
John L. Di Carlo, CPA, MST
Timothy J. Good, CPA, MST
Donita M. Joseph, CPA, MBT
Susan A. Laputz, CPA, MST