Individual

From tax compliance work to personal financial statements to retirement planning, Teresa Campbell, CPA, PC has the resources to provide exemplary services to you as an individual. See a sample of our service offerings below.

Tax Services

Preparing individual tax returns is just the beginning of the services we provide in the tax arena. We believe the greatest asset we have to offer our tax clients is tax planning and consulting. We would rather work with you at minimizing your tax burden than just preparing tax returns.

Estate Planning

Procrastinating when it comes to estate planning is understandable; the tasks can seem overwhelming. However, it is much more manageable when you have a professional guiding your through the process. We are ready to help you get the ball rolling, or if you need to have your estate plan updated, we can assist with that as well.

"A goal without a plan is just wish."

-Antoine de Saint-Exupery

Moderator Services

Individuals may find themselves in a dispute or even a friendly difference of opinion with another party. Our firm is available to moderate in those situations.

Retirement Planning

While we are not financial planners, we can offer assistance in establishing a plan for funding retirement assets and setting a time table in preparation for retirement. We work closely with your financial planner in ensuring that the tax and cash flow concerns are addressed.

Budgeting and Cash Flow Planning

Sadly far too many individuals live their financial lives in crisis mode. It's impossible to manage finances when you're constantly putting out fires. We have many tools and recommendations at hand to assist you in getting a handle on your personal budgeting and cash flow management.

Personal Financial Statements

For a variety of reasons, individuals sometimes need to have Personal Financial Statements prepared. Our firm can supply those statements for you.
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