Tailored Financial Services for Individuals
Expert Guidance To Optimize Your Tax Position & Personal Finances
At Baker, Chi & Parkey Accountancy Corporation, we understand that every individual’s situation is unique.
Our Individual Services are designed to provide personalized solutions to help you manage your taxes, resolve financial issues, and plan for the future regardless of your specific financial scenario.
Whether you need expert tax planning, assistance with tax problems, or ongoing financial consulting, we are here to support your long-term financial well-being.
To provide you with the best solutions, we encourage our clients to provide timely and accurate information. Our satisfaction guarantee ensures if you're not completely satisfied with our services, we'll work towards a solution that reflects your needs and expectations.
Our Individual Services
Our services are aimed at individuals who seek more than just one-time tax preparation. We focus on providing year-round tax planning, advisory services, and financial insights to ensure you stay ahead of the complexities of tax laws and financial challenges.
Consulting & Advising
Our Consulting & Advising services for individuals provide personalized guidance to help you navigate life’s financial complexities. From retirement planning to managing income from multiple sources, we offer strategic advice tailored to your personal financial goals.
While we provide strategic advice based on our expertise, clients retain ultimate responsibility for their financial decisions. We rely on the accurate information you provide to help you make informed choices, and we're here to support you every step of the way.
Key Services Include:
Personalized financial strategy development
Income and expense analysis
Estate and retirement planning
Managing complex financial situations
Tax Planning & Preparation
We offer comprehensive Tax Planning & Preparation services designed to optimize your tax position. We work with you throughout the year to develop tax strategies that minimize liabilities and ensure compliance with federal and state regulations.
Key Services Include:
Year-round tax planning and strategy
Individual tax return preparation
Maximizing deductions and credits
Compliance with federal and state tax laws
Tax Problems
Facing tax issues can be stressful, but you don’t have to handle them alone. Our Tax Problem Resolution services help individuals address issues such as unpaid taxes, penalties, and missed filings. We work with you to find manageable solutions to get your finances back on track.
Key Services Include:
Penalty abatement and tax resolution
Back tax filing assistance
Negotiating payment plans or settlements
Who We Serve
At Baker, Chi & Parkey, we provide Individual Services for a wide range of clients. Whether you’re managing a complex financial situation or looking for help with tax planning, we tailor our services to your needs.
High-Net-Worth Individuals
We specialize in providing comprehensive tax planning and financial strategies that help high-net-worth individuals manage wealth and reduce tax liabilities.Self-Employed Professionals
If you’re self-employed, our team provides specialized tax planning and compliance services to ensure you manage your finances efficiently and minimize tax obligations.Individuals with Complex Financial Situations
We offer guidance to individuals managing multiple income streams, real estate investments, or significant life changes such as retirement or inheritance.Those Facing Tax Challenges
For individuals facing tax penalties, back taxes, or unpaid liabilities, we offer expert tax problem resolution services to help you resolve issues and move forward.
FAQs
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Our tax planning services include year-round advisory and strategy development to help you minimize your tax liability. We work with you to ensure compliance with tax laws and identify opportunities for deductions and credits.
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We assist individuals with a variety of tax issues, including unpaid taxes, penalties, and back tax filings. We offer services such as penalty abatement, payment plan negotiation, and tax resolution strategies to help resolve your issues.
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Yes, our Consulting & Advising services provide tailored financial advice, including strategies for retirement planning, estate management, and handling complex financial situations.
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Absolutely. We provide specialized tax planning services for self-employed individuals, helping you manage your finances, maximize deductions, and ensure compliance with tax regulations.
Ready to take control of your financial future?
Discover how Baker, Chi & Parkey can provide expert tax solutions tailored to your unique needs.