Who We Serve
Somerset never offers a one-size-fits-all solution. When it comes to your personal finances, we offer proactive and customized strategies designed to minimize your tax burden and maximize your wealth. We consider your entire financial framework and lifestyle, including estate planning, tax issues, retirement plans, etc.
To make our approach to your individual taxes a streamlined and seamless process, we team up with your other advisors, such as a lawyer or banker. We want to be a part of a team that can do it all for you from start to finish. We are always thinking ahead, approaching tax planning and preparation as an opportunity. Our entire tax team is proficient in current tax laws and IRS regulations, and you will always be consulted when changes arise that may affect you.
We take the time to carefully understand your personal financial goals. This attention to your needs allows us to provide a tailored, sound financial plan for you and your family.
If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments. These payments must
When a couple is going through a divorce, taxes are probably not foremost in their minds. But without proper planning
The list below contains specialty services offered for individuals. To see a full list of our services, click on the button at the bottom of each of the service categories below.