Personal & Family Services Any life-changing event, such as a marriage, divorce, childbirth, adoption, or an inheritance, can signal the need for financial advice. By turning to the expertise of Rotz & Stonesifer, PC, individuals can arrange their financial affairs so that they preserve and increase assets that are available now and in the future. As tax advisors, we prepare tax returns for individuals and assist them in developing tax planning strategies. We possess the knowledge and experience to develop estate plans to build and protect assets during one’s lifetime while reducing the impact of estate and inheritance taxes in the future. We tailor a working relationship with our clients. Our breath of family financial services provide peace of mind to those who may need a little assistance handling the business of personal finances. Individual Services: The personal tax division includes a highly trained team of CPAs and other seasoned professionals addressing the individual needs of our clients in personal tax compliance and planning. This group also monitors our estates, trusts, and fiduciary clients. The personal tax division of Rotz & Stonesifer, PC provides a full range of individual income tax services. Services provided by this group include:   Personal income tax planning and tax return preparation Advisory services Tax projections and estimated tax calculations Retirement planning Gift tax return planning and preparation Estate planning Trust and estate tax return preparation     Estate Planning Working with an estate planning professional can provide peace of mind and financial security. Our estate planning and administration group works closely with your attorney, insurance agent,and investment advisor in such areas as:  Wealth preservation Estate tax planning and accounting Trust planning and administration Life insurance planning Planned giving Asset protection Financial Planning Our firm is poised to take an active role in helping you reach your financial objectives. Combining our tax compliance services and family office services with a tailored financial plan can be a powerful resource in reaching life’s goals. Our professionals are independent advisors in the areas of:  Retirement planning College planning Debt restructuring Wealth transfer Personal budgeting Investment portfolio review Real estate acquisition Asset planning