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Families / Individuals

Families & Individuals

At FSB&W we understand the ever-growing need for expert tax planning and preparation by an experienced CPA.  We work with you and your trusted advisor team to provide comprehensive tax and wealth retention advice and services to business owners, corporate executives and high net worth individuals.

FSB&W Services Include:

  • Maintain your lifestyle in retirement
  • Provide for college education expenses
  • Minimize income, capital gains and inheritance taxes
  • Leave an estate for your heirs
  • Establish and maintain a charitable giving legacy